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 | $287,410 |
Filed as: SAGEVIEW ADVISORY GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $22,500 |
EIDE BAILLY LLP4 years Service code 10 · EIN 45-0250952 | Accounting | $22,250 |
SAGEVIEW ADVISORY GROUP, LLC2 years Filed as: SAGEVIEW ADVISORY GROUP, Service code 27 · EIN 51-0492818 | Advisory (Plan) | $11,250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,163 | $73,034-2.6% | $77,163-7.8% | $80,160-11.2% |
| Participation rate | 62.7% | 78.1%-15.5pp | 69.6%-6.9pp | 72.9%-10.3pp |
| Annual return | 13.78% | 18.56%-4.8pp | 37.87%-24.1pp | 40.38%-26.6pp |
| Employer contribution / active EE | $1,753 | $2,779-36.9% | $2,535-30.8% | $2,978-41.1% |
| Participant deferral / active EE | $3,936 | $4,140-4.9% | $3,833+2.7% | $5,017-21.5% |
| Admin fee / account holder | $130 | $104+25.2% | $5,472-97.6% | $145-10.4% |