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 38 · EIN 04-1590850 | Participant Communication | $134,010 |
SAGEVIEW ADVISORY GROUP, LLC7+ years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $32,136 |
CARLSON QUINN7+ years Service code 13 | Contract Administrator | $25,969 |
CARLSON QUINN1 year Filed as: CARLSON QUINN, INC. Service code 13 · EIN 94-3210526 | Contract Administrator | $19,405 |
WRIGHT FORD YOUNG & CO4 years Filed as: WRIGHT FORD & YOUNG CO. Service code 10 · EIN 95-3288054 | Accounting | $16,750 |
SEE ATTACHED5 years Service code 13 · EIN 04-1590850 | Contract Administrator | $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).
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 | $154,210 | $104,475+47.6% | $159,436-3.3% | $79,386+94.3% |
| Participation rate | 95.1% | 76.6%+18.5pp | 82.8%+12.3pp | 70.7%+24.4pp |
| Annual return | 23.92% | 67.95%-44.0pp | 263.57%-239.6pp | 116.85%-92.9pp |
| Employer contribution / active EE | $2,998 | $3,417-12.3% | $4,829-37.9% | $2,427+23.5% |
| Participant deferral / active EE | $8,040 | $6,467+24.3% | $7,352+9.4% | $4,046+98.7% |
| Admin fee / account holder | $516 | $711-27.5% | $10,799-95.2% | $626-17.7% |