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, LLC8+ years Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $103,966 |
CARLSON QUINN8+ years Filed as: CARLSON QUINN AND ASSOCIATES Service code 13 2000 POWELL STREET STE 1600 · EMERYVILLE, CA 94608 | Contract Administrator | $45,283 |
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 | $391,490 | $61,272+538.9% | $149,673+161.6% | $71,457+447.9% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 17.37% | 35.85%-18.5pp | 134.42%-117.0pp | 28.85%-11.5pp |
| Employer contribution / active EE | $26,034 | $2,378+994.6% | $4,818+440.4% | $2,588+906.1% |
| Participant deferral / active EE | $20,208 | $2,917+592.8% | $5,680+255.8% | $4,289+371.2% |
| Admin fee / account holder | $652 | $1,261-48.3% | $13,210-95.1% | $1,587-58.9% |