Filed January 2, 2020 (most recent of 4 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC2+ years Service code 16 1920 MAIN ST. · IRVINE, CA 92614 | Consulting | $299,854 |
Service code 11 · EIN 13-3689044 | Actuarial | $151,350 |
WELLS FARGO BANK, N.A.2+ years Service code 15 200 WOODLAND PRIME 1ST · MENOMONEE FALLS, WI 53051 | Recordkeeping | $10,114 |
See 1 actuary disclosure. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $0 | $381,942,733-100.0% | $522,493-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.0%-37.0pp | 0.0%0pp |
| Annual return | 4.81% | 9.19%-4.4pp | 4.11%+0.7pp | 9.19%-4.4pp |
| Employer contribution / active EE | $2,428 | $12,608-80.7% | $35,308-93.1% | $12,608-80.7% |
| Participant deferral / active EE | $0 | $1,615-100.0% | $25-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $8,766-100.0% | $2,655,710-100.0% |