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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $47,369 |
SAGE ADVISORY SERVICES1+ years Filed as: SAGE VIEW Service code 27 1920 MAIN ST. STE. 800 · IRVINE, CA 92614 | Advisory (Plan) | $19,157 |
TIAA1+ years Service code 13 · EIN 13-1624203 | Contract Administrator | $701 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $0 | $67,166-100.0% | $57,343-100.0% | $55,191-100.0% |
| Participation rate | 0.0% | 77.7%-77.7pp | 75.1%-75.1pp | 69.2%-69.2pp |
| Annual return | 3.56% | 4.22%-0.7pp | 24.39%-20.8pp | 10.78%-7.2pp |
| Employer contribution / active EE | $5,049 | $2,812+79.5% | $2,689+87.8% | $1,899+165.9% |
| Participant deferral / active EE | $6,276 | $2,835+121.4% | $3,162+98.5% | $3,046+106.0% |
| Admin fee / account holder | $0 | $44-100.0% | $3,356-100.0% | $91-100.0% |