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 | $138,060 |
SAGEVIEW ADVISORY GROUP, LLC2 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $62,565 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,898 | $64,612+11.3% | $86,436-16.8% | $64,808+10.9% |
| Participation rate | 96.8% | 81.5%+15.3pp | 80.3%+16.5pp | 71.5%+25.3pp |
| Annual return | -13.45% | 0.66%-14.1pp | 4394.89%-4408.3pp | 32.82%-46.3pp |
| Employer contribution / active EE | $4,017 | $2,744+46.4% | $3,769+6.6% | $2,506+60.3% |
| Participant deferral / active EE | $17,456 | $7,497+132.8% | $6,952+151.1% | $4,310+305.0% |
| Admin fee / account holder | $129 | $169-23.9% | $6,731-98.1% | $188-31.5% |