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 | Account maintenance fees; Participant... | $78,499 |
SAGEVIEW ADVISORY GROUP, LLC5 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 16 · EIN 33-0818667 | Consulting | $35,874 |
RSM US LLP5 years Service code 10 · EIN 42-0714325 | Accounting | $34,600 |
NATIONAL FINANCIAL SERVICES8+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $77,871 | $79,124-1.6% | $60,874+27.9% | $64,808+20.2% |
| Participation rate | 88.2% | 77.7%+10.5pp | 73.1%+15.1pp | 71.5%+16.7pp |
| Annual return | -14.80% | -7.13%-7.7pp | 16.90%-31.7pp | 32.82%-47.6pp |
| Employer contribution / active EE | $5,074 | $3,050+66.4% | $2,701+87.8% | $2,506+102.5% |
| Participant deferral / active EE | $6,265 | $3,725+68.2% | $3,817+64.2% | $4,310+45.4% |
| Admin fee / account holder | $191 | $106+81.2% | $3,224-94.1% | $188+2.0% |