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 13 · EIN 42-0127290 | Contract Administrator | $973,594 |
Filed as: SAGEVIEW ADVISORY GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $82,500 |
CAMPBELL TAYLOR WASHBURN2 years Service code 10 · EIN 68-0251243 | Accounting | $10,000 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,374 | $55,785+158.8% | $96,562+49.5% | $106,520+35.5% |
| Participation rate | 41.6% | 53.4%-11.8pp | 69.8%-28.3pp | 71.3%-29.8pp |
| Annual return | 13.82% | 17.66%-3.8pp | 37.78%-24.0pp | 19.28%-5.5pp |
| Employer contribution / active EE | $470 | $1,042-54.9% | $2,356-80.0% | $2,840-83.4% |
| Participant deferral / active EE | $2,376 | $1,782+33.3% | $3,849-38.3% | $4,948-52.0% |
| Admin fee / account holder | $139 | $59+136.7% | $6,181-97.8% | $75+86.4% |