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 |
|---|---|---|
SAGEPOINT FINANCIAL INC1 year Filed as: RESOURCE INVESTMENT ADVISORS LLC Service code 27 · EIN 43-1451524 | Advisory (Plan) | $33,410 |
Service code 27 · EIN 59-3331424 | Advisory (Plan) | $9,357 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,069 |
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 | $87,859 | $88,122-0.3% | $141,162-37.8% | $67,579+30.0% |
| Participation rate | 87.0% | 76.5%+10.6pp | 82.5%+4.6pp | 71.3%+15.7pp |
| Annual return | 33.56% | 75.40%-41.8pp | 71.39%-37.8pp | 378.56%-345.0pp |
| Employer contribution / active EE | $3,599 | $3,224+11.6% | $4,735-24.0% | $2,148+67.6% |
| Participant deferral / active EE | $13,262 | $5,958+122.6% | $6,709+97.7% | $3,539+274.7% |
| Admin fee / account holder | $144 | $131+9.8% | $10,261-98.6% | $142+1.0% |