Filed October 19, 2024 (most recent of 11 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 13 · EIN 42-0127290 | Contract Administrator | $287,947 |
Filed as: SAGEVIEW ADVISORY GROUP, Service code 27 · EIN 33-0818677 | Advisory (Plan) | $45,000 |
EIDE BAILLY LLP3 years Service code 10 · EIN 45-0250952 | Accounting | $22,075 |
Filed as: RESOURCES INVESTMENT ADV Service code 27 · EIN 43-1451524 | Advisory (Plan) | $11,250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,180 | $61,756+5.5% | $70,092-7.0% | $77,904-16.3% |
| Participation rate | 61.9% | 79.9%-18.0pp | 70.5%-8.6pp | 73.7%-11.8pp |
| Annual return | -13.43% | -11.86%-1.6pp | 190.73%-204.2pp | 12.21%-25.6pp |
| Employer contribution / active EE | $1,847 | $2,706-31.7% | $2,559-27.8% | $2,848-35.1% |
| Participant deferral / active EE | $4,067 | $3,977+2.3% | $3,849+5.7% | $4,806-15.4% |
| Admin fee / account holder | $143 | $101+41.0% | $6,267-97.7% | $133+7.8% |