See peer percentile detail. $4.99 for your first month.
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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 |
|---|---|---|
Service code 38 · EIN 04-1590850 | Participant Communication | $107,252 |
SAGEVIEW ADVISORY GROUP, LLC6+ years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $30,900 |
CARLSON QUINN6+ years Service code 13 · EIN 94-3210526 | Contract Administrator | $23,311 |
WRIGHT FORD YOUNG & CO3 years Filed as: WRIGHT FORD & YOUNG CO. Service code 10 · EIN 95-3288054 | Accounting | $16,000 |
SEE ATTACHED4 years Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $123,189 | $99,957+23.2% | $149,696-17.7% | $73,488+67.6% |
| Participation rate | 99.4% | 75.7%+23.7pp | 82.5%+16.9pp | 70.7%+28.7pp |
| Annual return | 19.91% | 53.87%-34.0pp | 276.60%-256.7pp | 28.51%-8.6pp |
| Employer contribution / active EE | $3,044 | $3,191-4.6% | $4,644-34.5% | $2,270+34.1% |
| Participant deferral / active EE | $7,124 | $6,073+17.3% | $6,842+4.1% | $3,740+90.5% |
| Admin fee / account holder | $629 | $551+14.3% | $9,309-93.2% | $513+22.7% |