Filed December 27, 2016
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 9-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 |
|---|---|---|
Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 16 · EIN 33-0818667 | Consulting | $131,086 |
Service code 12 · EIN 13-3689044 | Participant communication; Sales load... | $92,872 |
ACTUARIAL BENEFITS CORP1 year Service code 16 · EIN 20-1054428 | Consulting | $33,444 |
MID ATLANTIC CAPITAL CORPORATION2+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FIANCIAL SERVICES2+ years Service code 33 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $41,716 | $67,228-37.9% | $117,854-64.6% | $77,958-46.5% |
| Participation rate | 88.4% | 79.4%+9.0pp | 79.7%+8.7pp | 71.6%+16.7pp |
| Annual return | 22.51% | 19.13%+3.4pp | 335.08%-312.6pp | 20.87%+1.6pp |
| Employer contribution / active EE | $1,598 | $2,211-27.7% | $3,786-57.8% | $2,310-30.8% |
| Participant deferral / active EE | $4,416 | $3,653+20.9% | $4,482-1.5% | $3,537+24.9% |
| Admin fee / account holder | $169 | $76+122.9% | $8,020-97.9% | $97+73.5% |