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 |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC2 years Filed as: SAGEVIEW ADVISORY GROUP Service code 99 · EIN 33-0818667 | Other Fees | $14,318 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $14,284 | $62,928-77.3% | $172,739-91.7% | $67,579-78.9% |
| Participation rate | 43.0% | 64.5%-21.5pp | 82.6%-39.7pp | 71.3%-28.3pp |
| Annual return | 16.42% | 30.36%-13.9pp | 802.84%-786.4pp | 378.56%-362.1pp |
| Employer contribution / active EE | $599 | $1,636-63.4% | $5,143-88.3% | $2,148-72.1% |
| Participant deferral / active EE | $257 | $2,145-88.0% | $5,198-95.1% | $3,539-92.8% |
| Admin fee / account holder | $153 | $167-8.1% | $13,954-98.9% | $142+7.6% |