Filed December 9, 2022
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 |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC8+ years Filed as: SAGEVIEW CONSULTING GROUP Service code 11 · EIN 27-1001403 | Actuarial | $275,880 |
Filed as: PRINCIPAL FINANCIAL SERVICES Service code 21 · EIN 42-1520348 | Bank Trustee | $192,562 |
THOMPSON HINE2 years Filed as: THOMPSON HINE LLP Service code 29 · EIN 34-0575300 | Legal | $124,141 |
GOLDMAN SACHS1 year Filed as: GOLDMAN SACHS ASSET MANAGEMENT Service code 28 · EIN 13-3575635 | Investment Management | $95,517 |
RPW SOLUTIONS LLC2 years Filed as: RPW SOLUTIONS, LLC Service code 17 · EIN 88-1100312 | Pension Consulting | $95,136 |
PKF O'CONNOR DAVIES, LLP8+ years Service code 10 · EIN 27-1728945 | Accounting | $27,900 |
Service code 28 · EIN 48-1140940 | Investment Management | $25,863 |
GHP MEDIA2 years Service code 36 · EIN 06-1314891 | Copying and duplicating; Participant ... | $7,104 |
See 1 actuary disclosure. $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.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $468,422-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 30.5%-30.5pp | 2.1%-2.1pp |
| Annual return | -0.72% | 7.65%-8.4pp | 6.74%-7.5pp | 7.65%-8.4pp |
| Employer contribution / active EE | $24,585 | $20,599+19.4% | $43,780-43.8% | $20,599+19.4% |
| Participant deferral / active EE | $0 | $1,172-100.0% | $44-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $1,988-100.0% | $193-100.0% |