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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $105,787 |
SAGE ADVISORY SERVICES2 years Filed as: SAGE VIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $69,120 |
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 | $52,084 | $86,338-39.7% | $91,989-43.4% | $77,787-33.0% |
| Participation rate | 95.0% | 82.9%+12.1pp | 78.6%+16.4pp | 73.2%+21.8pp |
| Annual return | 31.57% | 29.65%+1.9pp | 69.02%-37.5pp | 32.57%-1.0pp |
| Employer contribution / active EE | $2,298 | $2,988-23.1% | $3,452-33.4% | $2,504-8.3% |
| Participant deferral / active EE | $10,588 | $6,908+53.3% | $5,923+78.8% | $3,967+166.9% |
| Admin fee / account holder | $121 | $79+52.4% | $7,743-98.4% | $100+20.9% |