Filed February 11, 2025
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 10-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 |
|---|---|---|
Filed as: SAGEVIEW ADVISORY GROUP Service code 27 4000 MACARTHUR BLVD · NEWPORT BEACH, CA 92660 | Advisory (Plan) | $25,398 |
NEWPORT GROUP, INC.5 years Service code 15 · EIN 27-2037969 | Recordkeeping | $17,991 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,094 | $79,184+17.6% | $102,438-9.1% | $74,546+24.9% |
| Participation rate | 96.2% | 74.8%+21.4pp | 76.5%+19.7pp | 67.2%+28.9pp |
| Annual return | 12.96% | 54.95%-42.0pp | 29.37%-16.4pp | 1366.03%-1353.1pp |
| Employer contribution / active EE | $4,195 | $2,362+77.6% | $3,024+38.7% | $2,624+59.8% |
| Participant deferral / active EE | $8,625 | $4,414+95.4% | $5,054+70.7% | $4,347+98.4% |
| Admin fee / account holder | $224 | $2,001-88.8% | $9,448-97.6% | $1,944-88.5% |