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 9-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 |
|---|---|---|
CARLSON QUINN3 years Service code 15 2000 POWELL STREET · EMERYVILLE, CA 94608 | Recordkeeping | $79,701 |
SAGEVIEW ADVISORY GROUP, LLC3 years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 4000 MACARTHUR BLVD · NEWPORT BEACH, CA 92660 | Advisory (Plan) | $73,759 |
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 | $138,766 | $46,292+199.8% | $143,757-3.5% | $64,808+114.1% |
| Participation rate | 100.0% | 64.2%+35.8pp | 80.3%+19.7pp | 71.5%+28.5pp |
| Annual return | -13.82% | -10.05%-3.8pp | -0.04%-13.8pp | 32.82%-46.6pp |
| Employer contribution / active EE | $13,872 | $1,910+626.4% | $4,951+180.2% | $2,506+453.6% |
| Participant deferral / active EE | $9,086 | $2,646+243.4% | $5,637+61.2% | $4,310+110.8% |
| Admin fee / account holder | $279 | $154+81.3% | $14,673-98.1% | $188+48.4% |