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);... | $121,904 |
Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 16 · EIN 33-0818667 | Consulting | $34,125 |
Service code 16 · EIN 26-1570786 | Consulting | $29,713 |
RSM US LLP1 year Service code 10 · EIN 42-0714325 | Accounting | $17,932 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $82,783 | $70,083+18.1% | $59,878+38.3% | $55,725+48.6% |
| Participation rate | 86.7% | 78.4%+8.3pp | 74.7%+12.0pp | 70.9%+15.8pp |
| Annual return | -4.08% | 3.13%-7.2pp | 3.46%-7.5pp | 244.93%-249.0pp |
| Employer contribution / active EE | $4,686 | $2,878+62.8% | $2,722+72.2% | $2,078+125.5% |
| Participant deferral / active EE | $5,812 | $3,079+88.8% | $3,402+70.8% | $3,356+73.2% |
| Admin fee / account holder | $416 | $70+491.5% | $3,590-88.4% | $115+261.1% |