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, LLC6+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 4000 MACATHUR BLVD STE 1050 · NEWPORT BEACH, CA 92660 | Advisory (Plan) | $18,000 |
Filed as: PENSION PLAN SPECIALISTS PC Service code 13 805 BROADWAY SUITE 600 · VANCOUVER, WA 98660 | Contract Administrator | $14,715 |
Filed as: PUTNAM INVESTMENTS Service code 64 ONE POST OFFICE SQUARE · BOSTON, MA 02109 | Recordkeeping Fees | $3,898 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $154,742 | $52,293+195.9% | $178,490-13.3% | $73,409+110.8% |
| Participation rate | 75.0% | 65.3%+9.6pp | 81.9%-7.0pp | 72.2%+2.8pp |
| Annual return | 13.39% | 34.75%-21.4pp | 151.07%-137.7pp | 59.29%-45.9pp |
| Employer contribution / active EE | $2,654 | $1,735+52.9% | $5,011-47.0% | $2,234+18.8% |
| Participant deferral / active EE | $5,308 | $2,332+127.6% | $5,202+2.0% | $3,805+39.5% |
| Admin fee / account holder | $77 | $127-39.3% | $13,984-99.4% | $158-51.0% |