Filed April 14, 2023 (most recent of 2 filings on file)
Total covered: 4 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 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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $29,245 |
SAGEVIEW ADVISORY GROUP, LLC2 years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $11,470 |
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 | $31,545 | $65,557-51.9% | $64,056-50.8% | $71,457-55.9% |
| Participation rate | 90.2% | 73.2%+17.1pp | 72.3%+17.9pp | 67.9%+22.3pp |
| Annual return | 11.84% | 18.94%-7.1pp | 33.69%-21.8pp | 28.85%-17.0pp |
| Employer contribution / active EE | $1,675 | $2,669-37.2% | $2,747-39.0% | $2,588-35.3% |
| Participant deferral / active EE | $3,294 | $3,626-9.2% | $3,880-15.1% | $4,289-23.2% |
| Admin fee / account holder | $125 | $616-79.7% | $3,068-95.9% | $1,587-92.1% |