Filed June 14, 2022 (most recent of 2 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 |
|---|---|---|
SAGEPOINT FINANCIAL INC3 years Filed as: RESOURCE INVESTMENT ADVSRS Service code 18 · EIN 43-1451524 | Investment advisory (participants); C... | $20,782 |
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 | $70,568 | $58,879+19.9% | $178,490-60.5% | $73,488-4.0% |
| Participation rate | 89.8% | 66.2%+23.6pp | 81.9%+7.9pp | 70.7%+19.1pp |
| Annual return | 76.46% | 24.86%+51.6pp | 151.07%-74.6pp | 28.51%+47.9pp |
| Employer contribution / active EE | $1,255 | $2,236-43.9% | $5,011-74.9% | $2,270-44.7% |
| Participant deferral / active EE | $3,161 | $2,567+23.1% | $5,202-39.2% | $3,740-15.5% |
| Admin fee / account holder | $113 | $400-71.7% | $13,984-99.2% | $513-77.9% |