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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Float revenue; Participant communicat... | $174,389 |
SAGEVIEW ADVISORY GROUP, LLC1+ years Service code 16 · EIN 33-0818667 | Consulting | $95,626 |
MID ATLANTIC CAPITAL CORPORATION1+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $43,207 | $32,913+31.3% | $80,004-46.0% | $59,188-27.0% |
| Participation rate | 95.7% | 56.9%+38.8pp | 73.0%+22.7pp | 69.4%+26.3pp |
| Annual return | -0.03% | 1.16%-1.2pp | 7.63%-7.7pp | 5.51%-5.5pp |
| Employer contribution / active EE | $1,154 | $789+46.2% | $2,473-53.3% | $2,098-45.0% |
| Participant deferral / active EE | $2,400 | $1,686+42.3% | $3,204-25.1% | $3,265-26.5% |
| Admin fee / account holder | $97 | $40+142.7% | $5,033-98.1% | $92+5.4% |