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 INC1 year Filed as: RESOURCE INVESTMENT ADVISORS LLC Service code 27 · EIN 43-1451524 | Advisory (Plan) | $34,552 |
Service code 37 · EIN 04-2647786 | Loan Processing | $21,943 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $114,455 | $65,376+75.1% | $87,100+31.4% | $65,185+75.6% |
| Participation rate | 95.8% | 75.3%+20.4pp | 76.9%+18.9pp | 70.2%+25.6pp |
| Annual return | 20.99% | 31.27%-10.3pp | 28.19%-7.2pp | 29.38%-8.4pp |
| Employer contribution / active EE | $2,443 | $1,822+34.1% | $2,521-3.1% | $2,177+12.3% |
| Participant deferral / active EE | $3,585 | $3,388+5.8% | $4,049-11.4% | $3,514+2.0% |
| Admin fee / account holder | $290 | $520-44.3% | $7,497-96.1% | $847-65.8% |