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 |
|---|---|---|
SAGEPOINT FINANCIAL INC5+ years Filed as: RESOURCE INVESTMENT ADVISORS Service code 27 4860 COLLEGE BLVD SUITE 100 · LEAWOOD, KS 66211 | Advisory (Plan) | $15,833 |
Filed as: DEMARS PENSION CONSULTING SERVICES, Service code 13 SUITE 185 · OVERLAND PARK, KS 66219 | Contract Administrator | $8,991 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $29,568 | $66,310-55.4% | $93,606-68.4% | $65,185-54.6% |
| Participation rate | 57.1% | 74.0%-16.8pp | 75.8%-18.7pp | 70.2%-13.1pp |
| Annual return | 18.42% | 42.58%-24.2pp | 32.76%-14.3pp | 29.38%-11.0pp |
| Employer contribution / active EE | $569 | $2,012-71.7% | $2,718-79.1% | $2,177-73.8% |
| Participant deferral / active EE | $1,741 | $3,342-47.9% | $4,069-57.2% | $3,514-50.5% |
| Admin fee / account holder | $76 | $6,897-98.9% | $7,888-99.0% | $847-91.1% |