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 | Distribution (12b-1) fees; Direct pay... | $125,390 |
RSM US LLP3 years Service code 10 · EIN 42-0714325 | Accounting | $45,500 |
SAGEVIEW ADVISORY GROUP, LLC3 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 16 · EIN 33-0818667 | Consulting | $24,250 |
NATIONAL FINANCIAL SERVICES6+ 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 | $88,094 | $84,948+3.7% | $70,449+25.0% | $73,409+20.0% |
| Participation rate | 97.5% | 79.9%+17.5pp | 75.1%+22.4pp | 72.2%+25.3pp |
| Annual return | 14.22% | 13.39%+0.8pp | 109.03%-94.8pp | 59.29%-45.1pp |
| Employer contribution / active EE | $6,329 | $2,834+123.3% | $2,737+131.3% | $2,234+183.3% |
| Participant deferral / active EE | $7,516 | $3,387+121.9% | $3,709+102.7% | $3,805+97.5% |
| Admin fee / account holder | $348 | $98+254.5% | $3,845-91.0% | $158+120.3% |