Filed August 3, 2026 (most recent of 3 filings on file)
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 |
|---|---|---|
CVAGS, LLC1 year Filed as: CVAGS LLC DBA CLEARVIEW ADVISORY Service code 99 · EIN 27-2579538 | Other Fees | $11,472 |
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 | $53,272 | $55,449-3.9% | $83,848-36.5% | $56,287-5.4% |
| Participation rate | 81.4% | 68.0%+13.4pp | 76.1%+5.3pp | 69.9%+11.5pp |
| Annual return | -6.80% | -1.38%-5.4pp | 850.88%-857.7pp | -9.96%+3.2pp |
| Employer contribution / active EE | $4,235 | $2,430+74.3% | $3,631+16.7% | $2,111+100.6% |
| Participant deferral / active EE | $5,913 | $2,935+101.4% | $4,082+44.9% | $3,350+76.5% |
| Admin fee / account holder | $232 | $656-64.6% | $5,478-95.8% | $521-55.4% |