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 3-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 |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC2 years Service code 26 · EIN 33-0818667 4000 MACARTHUR BLVD. · NEWPORT BEACH, CA 92660 | Advisory (Participants) | $20,272 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $4,026 |
Filed as: BENEFIT PLANS PLUS, LLC Service code 15 11701 BORMAN DRIVE · ST. LOUIS, MO 63146 | Recordkeeping | $3,150 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,334 | $86,929+2.8% | $102,423-12.8% | $80,856+10.5% |
| Participation rate | 89.6% | 72.4%+17.2pp | 76.5%+13.1pp | 67.6%+21.9pp |
| Annual return | 13.02% | 18.88%-5.9pp | 29.32%-16.3pp | 35.59%-22.6pp |
| Employer contribution / active EE | $9,747 | $2,369+311.4% | $3,023+222.4% | $2,755+253.8% |
| Participant deferral / active EE | $19,526 | $4,118+374.1% | $5,053+286.4% | $4,296+354.5% |
| Admin fee / account holder | $396 | $8,049-95.1% | $9,451-95.8% | $6,918-94.3% |