Filed September 7, 2021 (most recent of 7 filings on file)
See peer percentile detail. $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.
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 15 · EIN 84-0467907 | Recordkeeping | $103,759 |
SAGEVIEW ADVISORY GROUP, LLC2 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 16 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Consulting | $30,000 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 15 | Recordkeeping | $0 |
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 | $67,279 | $82,546-18.5% | $140,016-51.9% | $75,289-10.6% |
| Participation rate | 96.7% | 88.4%+8.3pp | 87.5%+9.2pp | 72.4%+24.3pp |
| Annual return | -3.44% | -0.36%-3.1pp | 651.12%-654.6pp | -0.04%-3.4pp |
| Employer contribution / active EE | $3,155 | $3,856-18.2% | $5,606-43.7% | $2,405+31.2% |
| Participant deferral / active EE | $4,476 | $5,731-21.9% | $6,927-35.4% | $3,739+19.7% |
| Admin fee / account holder | $57 | $86-33.0% | $10,705-99.5% | $102-43.8% |