Filed August 24, 2018
Total covered: 7 employees
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $568,329 |
SAGEVIEW ADVISORY GROUP, LLC3 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 26 · EIN 33-0818667 | Advisory (Participants) | $59,735 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $39,046 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,072 | $99,061-77.7% | $81,783-73.0% | $99,061-77.7% |
| Participation rate | 93.9% | 71.6%+22.3pp | 72.4%+21.6pp | 71.6%+22.3pp |
| Annual return | 15.90% | 17.66%-1.8pp | 775.05%-759.2pp | 17.66%-1.8pp |
| Employer contribution / active EE | $1,531 | $3,261-53.0% | $2,913-47.4% | $3,261-53.0% |
| Participant deferral / active EE | $3,695 | $5,331-30.7% | $4,320-14.5% | $5,331-30.7% |
| Admin fee / account holder | $88 | $109-19.4% | $7,380-98.8% | $109-19.4% |