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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.
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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 |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC2 years Service code 28 · EIN 33-0818667 | Investment Management | $15,861 |
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $100 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $56,346 | $53,345+5.6% | $121,098-53.5% | $74,419-24.3% |
| Participation rate | 18.5% | 60.0%-41.4pp | 69.5%-50.9pp | 70.7%-52.2pp |
| Annual return | 15.39% | 35.15%-19.8pp | 985.75%-970.4pp | 34.38%-19.0pp |
| Employer contribution / active EE | $204 | $1,898-89.3% | $4,164-95.1% | $2,637-92.3% |
| Participant deferral / active EE | $1,067 | $3,221-66.9% | $4,080-73.8% | $4,528-76.4% |
| Admin fee / account holder | $62 | $382-83.7% | $5,644-98.9% | $348-82.1% |