Filed January 3, 2020
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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $81,875 |
SAGEPOINT FINANCIAL INC3 years Filed as: FSC SECURITIES CORP Service code 22 · EIN 58-1152673 | Insurance Broker | $46,127 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $30,227 | $43,999-31.3% | $79,464-62.0% | $55,725-45.8% |
| Participation rate | 84.1% | 66.9%+17.2pp | 73.3%+10.8pp | 70.9%+13.3pp |
| Annual return | -7.17% | 1.81%-9.0pp | 718.14%-725.3pp | 244.93%-252.1pp |
| Employer contribution / active EE | $900 | $1,830-50.8% | $2,800-67.9% | $2,078-56.7% |
| Participant deferral / active EE | $3,517 | $2,538+38.6% | $3,704-5.0% | $3,356+4.8% |
| Admin fee / account holder | $252 | $118+114.5% | $5,113-95.1% | $115+118.9% |