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 | $223,891 |
Filed as: SAGEVIE 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 | $65,784 | $53,932+22.0% | $134,143-51.0% | $90,288-27.1% |
| Participation rate | 94.2% | 60.4%+33.8pp | 72.2%+22.0pp | 73.4%+20.8pp |
| Annual return | 15.16% | 23.16%-8.0pp | 36.33%-21.2pp | 53.97%-38.8pp |
| Employer contribution / active EE | $810 | $1,611-49.7% | $3,704-78.1% | $2,524-67.9% |
| Participant deferral / active EE | $5,965 | $2,432+145.2% | $3,499+70.5% | $4,232+40.9% |
| Admin fee / account holder | $184 | $104+77.9% | $6,684-97.2% | $114+61.6% |