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 13 · EIN 42-0127290 | Contract Administrator | $55,350 |
Filed as: SAGEVIEW ADVISORY CONSULTING GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $15,488 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $53,919 | $66,302-18.7% | $110,238-51.1% | $56,287-4.2% |
| Participation rate | 75.5% | 74.9%+0.6pp | 79.8%-4.3pp | 69.9%+5.7pp |
| Annual return | -7.22% | -1.18%-6.0pp | 314.74%-322.0pp | -9.96%+2.7pp |
| Employer contribution / active EE | $1,562 | $2,047-23.7% | $3,826-59.2% | $2,111-26.0% |
| Participant deferral / active EE | $5,024 | $3,381+48.6% | $4,672+7.5% | $3,350+50.0% |
| Admin fee / account holder | $450 | $698-35.6% | $8,547-94.7% | $521-13.6% |