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 |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC5+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 1920 MAIN ST., SUITE 800 · IRVINE, CA 92614 | Advisory (Plan) | $36,000 |
Filed as: PUTNAM INVESTMENTS Service code 64 ONE POST OFFICE SQUARE · BOSTON, MA 02109 | Recordkeeping Fees | $4,408 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $13 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $136,954 | $62,928+117.6% | $172,739-20.7% | $67,579+102.7% |
| Participation rate | 76.6% | 64.5%+12.2pp | 82.6%-6.0pp | 71.3%+5.4pp |
| Annual return | 21.55% | 30.36%-8.8pp | 802.84%-781.3pp | 378.56%-357.0pp |
| Employer contribution / active EE | $2,978 | $1,636+82.0% | $5,143-42.1% | $2,148+38.7% |
| Participant deferral / active EE | $5,957 | $2,145+177.7% | $5,198+14.6% | $3,539+68.3% |
| Admin fee / account holder | $84 | $167-49.6% | $13,954-99.4% | $142-41.0% |