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 INC3 years Filed as: RESOURCE INVESTMENT ADVSRS Service code 26 · EIN 43-1451524 | Advisory (Participants) | $25,970 |
Service code 38 · EIN 35-0145825 | Participant Communication | $21,061 |
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 | $10,798 | $29,516-63.4% | $77,482-86.1% | $90,288-88.0% |
| Participation rate | 24.0% | 33.7%-9.7pp | 54.2%-30.2pp | 73.4%-49.4pp |
| Annual return | 19.44% | 231.18%-211.7pp | 54.79%-35.3pp | 53.97%-34.5pp |
| Employer contribution / active EE | $343 | $381-9.8% | $986-65.2% | $2,524-86.4% |
| Participant deferral / active EE | $642 | $944-32.0% | $1,861-65.5% | $4,232-84.8% |
| Admin fee / account holder | $0 | $106-100.0% | $2,858-100.0% | $114-100.0% |