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 |
|---|---|---|
SAGEPOINT FINANCIAL INC2 years Filed as: RESOURCE INVESTMENT ADVSRS Service code 26 · EIN 43-1451524 | Advisory (Participants) | $20,041 |
Service code 38 · EIN 35-0145825 | Participant Communication | $15,944 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,320 | $26,479-57.2% | $74,701-84.8% | $77,787-85.4% |
| Participation rate | 21.8% | 37.6%-15.8pp | 54.5%-32.6pp | 73.2%-51.4pp |
| Annual return | 30.29% | 38.31%-8.0pp | 752.92%-722.6pp | 32.57%-2.3pp |
| Employer contribution / active EE | $477 | $440+8.5% | $1,084-56.0% | $2,504-80.9% |
| Participant deferral / active EE | $736 | $1,074-31.5% | $1,964-62.5% | $3,967-81.4% |
| Admin fee / account holder | $0 | $119-100.0% | $3,333-100.0% | $100-100.0% |