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 | $89,627 |
SAGEVIEW ADVISORY GROUP, LLC2 years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $30,975 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,626 | $66,457-7.3% | $81,382-24.3% | $77,643-20.6% |
| Participation rate | 96.8% | 68.7%+28.1pp | 69.5%+27.4pp | 70.6%+26.3pp |
| Annual return | 11.60% | 15.93%-4.3pp | 24.73%-13.1pp | 31.24%-19.6pp |
| Employer contribution / active EE | $2,152 | $2,159-0.3% | $2,463-12.6% | $2,726-21.0% |
| Participant deferral / active EE | $6,340 | $3,679+72.3% | $3,883+63.3% | $4,647+36.4% |
| Admin fee / account holder | $165 | $583-71.6% | $5,768-97.1% | $430-61.6% |