Retirement plan

SAGE ANALYSIS GROUP 401(K) PLAN

Name: SAGE ANALYSIS GROUP, INC. - SAGE ANALYSIS GROUP 401(K) PLAN (2025) Form 5500
Creator: SAGE ANALYSIS GROUP, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SAGE ANALYSIS GROUP 401(K) PLAN, SAGE ANALYSIS GROUP, INC.

SAGE ANALYSIS GROUP, INC.EIN 81-3169080Plan #001PY 2025

125 SUMMER STREET, SUITE 1610 - BOSTON, MA 02111508-331-3156sageanalysis.comLinkedIn11-50 employeesmanagement consulting

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$27.9M

+6.8% from 2024

Total participants

+4.2% from 2024

Average account balance

$371,925

+2.5% from 2024

Annual return

15.31%

+2.80 pp from 2024

Benchmarks

See 11,128 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort11,128 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$27.89M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$372K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

133.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.57M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$28K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+15.31%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$50679

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E3D2G2J2R2F2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$3.8M

$67874 / participant

Other / not subdivided$4M100.0%

% of EOY assets

13.626%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$371,925

$106,524+249.1%

$152,301+144.2%

$87,485+325.1%

Participation rate

100.0%

75.8%+24.2pp

82.4%+17.6pp

68.9%+31.1pp

Annual return

15.31%

26.89%-11.6pp

80.50%-65.2pp

26.06%-10.7pp

Employer contribution / active EE

$9,677

$3,371+187.0%

$4,624+109.3%

$2,596+272.7%

Participant deferral / active EE

$18,389

$6,525+181.8%

$8,004+129.8%

$4,274+330.3%

Admin fee / account holder

$50,679

$8,287+511.6%

$14,398+252.0%

$7,775+551.8%

SAGE ANALYSIS GROUP 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SAGE ANALYSIS GROUP 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion