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 06-1050034 | Contract Administrator | $187,105 |
Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $38,000 |
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 | $46,085 | $407,990-88.7% | $121,196-62.0% | $75,289-38.8% |
| Participation rate | 97.3% | 59.5%+37.8pp | 71.7%+25.6pp | 72.4%+24.9pp |
| Annual return | -5.72% | 2.93%-8.6pp | 16.93%-22.6pp | -0.04%-5.7pp |
| Employer contribution / active EE | $2,091 | $1,846+13.3% | $4,022-48.0% | $2,405-13.1% |
| Participant deferral / active EE | $5,929 | $2,201+169.4% | $3,344+77.3% | $3,739+58.6% |
| Admin fee / account holder | $166 | $455-63.5% | $5,019-96.7% | $102+62.5% |