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 | $205,701 |
SAGEVIEW ADVISORY GROUP, LLC2 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $38,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $56,566 | $53,911+4.9% | $130,648-56.7% | $77,787-27.3% |
| Participation rate | 95.3% | 60.2%+35.1pp | 71.7%+23.6pp | 73.2%+22.1pp |
| Annual return | 24.39% | 21.93%+2.5pp | 1708.96%-1684.6pp | 32.57%-8.2pp |
| Employer contribution / active EE | $2,233 | $1,826+22.3% | $4,092-45.4% | $2,504-10.8% |
| Participant deferral / active EE | $6,370 | $2,288+178.4% | $3,603+76.8% | $3,967+60.6% |
| Admin fee / account holder | $168 | $129+30.5% | $5,464-96.9% | $100+67.8% |