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 |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC3 years Filed as: SAGEVIEW ADVISORY GROUP, LLC. Service code 16 · EIN 33-0818667 | Consulting | $10,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,475 |
Form 5500 reported that benefits due were not provided when due.
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 | $81,781 | $44,873+82.2% | $79,464+2.9% | $56,287+45.3% |
| Participation rate | 76.9% | 68.7%+8.1pp | 73.3%+3.5pp | 69.9%+7.0pp |
| Annual return | -5.76% | 0.81%-6.6pp | 718.14%-723.9pp | -9.96%+4.2pp |
| Employer contribution / active EE | $1,478 | $2,140-30.9% | $2,800-47.2% | $2,111-30.0% |
| Participant deferral / active EE | $4,909 | $2,746+78.8% | $3,704+32.5% | $3,350+46.5% |
| Admin fee / account holder | $101 | $418-75.8% | $5,113-98.0% | $521-80.6% |