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 |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC10+ years Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $38,597 |
CARLSON QUINN10+ years Filed as: CARLSON QUINN AND ASSOCIATES Service code 13 2000 POWELL STREET STE 1600 · EMERYVILLE, CA 94608 | Contract Administrator | $22,012 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $417,530 | $49,915+736.5% | $154,803+169.7% | $74,304+461.9% |
| Participation rate | 98.6% | 54.0%+44.6pp | 78.1%+20.5pp | 60.3%+38.2pp |
| Annual return | 15.26% | 34.06%-18.8pp | 58.88%-43.6pp | 29.43%-14.2pp |
| Employer contribution / active EE | $25,777 | $1,611+1499.8% | $4,305+498.7% | $2,241+1050.1% |
| Participant deferral / active EE | $18,870 | $2,255+736.9% | $5,540+240.6% | $3,767+400.9% |
| Admin fee / account holder | $1,151 | $2,189-47.4% | $14,329-92.0% | $2,969-61.2% |