See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $20,772 |
Filed as: SAGEVIEW ADVISORY GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $9,616 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,087 | $54,237-48.2% | $90,281-68.9% | $67,579-58.4% |
| Participation rate | 59.8% | 68.6%-8.9pp | 73.3%-13.5pp | 71.3%-11.5pp |
| Annual return | 99.55% | 37.27%+62.3pp | 78.10%+21.4pp | 378.56%-279.0pp |
| Employer contribution / active EE | $468 | $1,846-74.6% | $2,854-83.6% | $2,148-78.2% |
| Participant deferral / active EE | $1,933 | $2,625-26.4% | $3,885-50.3% | $3,539-45.4% |
| Admin fee / account holder | $106 | $123-13.9% | $5,351-98.0% | $142-25.3% |