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 |
|---|---|---|
SAGE ADVISORY SERVICES2 years Service code 27 · EIN 74-2798841 | Advisory (Plan) | $64,781 |
Service code 37 · EIN 04-2647786 | Loan Processing | $46,438 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported that benefits due were not provided when due.
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 | $68,988 | $88,515-22.1% | $162,163-57.5% | $67,579+2.1% |
| Participation rate | 72.5% | 86.8%-14.3pp | 87.6%-15.0pp | 71.3%+1.2pp |
| Annual return | 26.20% | 27.04%-0.8pp | 115.59%-89.4pp | 378.56%-352.4pp |
| Employer contribution / active EE | $1,349 | $3,563-62.1% | $5,614-76.0% | $2,148-37.2% |
| Participant deferral / active EE | $5,601 | $5,724-2.1% | $7,298-23.3% | $3,539+58.3% |
| Admin fee / account holder | $328 | $124+165.3% | $10,843-97.0% | $142+130.6% |