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 |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC1+ years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 16 · EIN 33-0818667 | Consulting | $45,093 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $18,239 |
SAGEVIEW ADVISORY GROUP, LLC1+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 · EIN 33-0818668 | Advisory (Plan) | $11,107 |
CLIFTONLARSONALLEN LLP1+ years Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $10,100 |
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 | $33,660 | $50,498-33.3% | $75,781-55.6% | $55,191-39.0% |
| Participation rate | 93.2% | 69.4%+23.8pp | 75.8%+17.4pp | 69.2%+24.0pp |
| Annual return | -0.21% | 1.80%-2.0pp | 9.68%-9.9pp | 10.78%-11.0pp |
| Employer contribution / active EE | $1,114 | $2,291-51.4% | $3,323-66.5% | $1,899-41.3% |
| Participant deferral / active EE | $2,882 | $2,589+11.3% | $3,651-21.1% | $3,046-5.4% |
| Admin fee / account holder | $95 | $123-23.0% | $5,299-98.2% | $91+4.3% |