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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.
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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 SERVICES3 years Service code 27 · EIN 74-2798841 | Advisory (Plan) | $78,126 |
Service code 37 · EIN 04-2647786 | Loan Processing | $53,230 |
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).
Form 5500 reported that benefits due were not provided when due.
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 | $73,116 | $111,608-34.5% | $177,821-58.9% | $73,409-0.4% |
| Participation rate | 82.1% | 87.9%-5.7pp | 87.7%-5.6pp | 72.2%+9.9pp |
| Annual return | 12.24% | 18.23%-6.0pp | 48.32%-36.1pp | 59.29%-47.1pp |
| Employer contribution / active EE | $1,545 | $3,796-59.3% | $5,918-73.9% | $2,234-30.8% |
| Participant deferral / active EE | $6,938 | $6,199+11.9% | $7,714-10.1% | $3,805+82.3% |
| Admin fee / account holder | $344 | $166+107.7% | $12,427-97.2% | $158+117.8% |