Filed September 12, 2023
Total covered: 7 employees
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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $99,268 |
SAGEVIEW ADVISORY GROUP, LLC2 years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $35,611 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN NATIONAL BANK AND TRUST CO Service code 49 · EIN 54-0121975 | Other Services | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,687 | $100,227-16.5% | $169,993-50.8% | $74,419+12.5% |
| Participation rate | 94.0% | 87.3%+6.7pp | 87.0%+7.0pp | 70.7%+23.3pp |
| Annual return | 17.49% | 66.08%-48.6pp | 53.37%-35.9pp | 34.38%-16.9pp |
| Employer contribution / active EE | $4,204 | $4,263-1.4% | $6,785-38.0% | $2,637+59.4% |
| Participant deferral / active EE | $7,722 | $7,143+8.1% | $10,408-25.8% | $4,528+70.5% |
| Admin fee / account holder | $259 | $234+10.6% | $12,815-98.0% | $348-25.5% |