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 | $34,665 |
SAGEVIEW ADVISORY GROUP, LLC3 years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $13,689 |
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 | $39,225 | $69,763-43.8% | $67,502-41.9% | $74,495-47.3% |
| Participation rate | 80.6% | 71.4%+9.3pp | 72.9%+7.8pp | 67.2%+13.4pp |
| Annual return | 15.48% | -40.34%+55.8pp | 3512.12%-3496.6pp | 1364.94%-1349.5pp |
| Employer contribution / active EE | $1,676 | $2,704-38.0% | $2,731-38.6% | $2,623-36.1% |
| Participant deferral / active EE | $3,784 | $3,636+4.1% | $4,000-5.4% | $4,346-12.9% |
| Admin fee / account holder | $153 | $896-82.9% | $3,998-96.2% | $1,942-92.1% |