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 |
|---|---|---|
SAGE ADVISORY SERVICES8+ years Filed as: SAGE VIEW ADVISORY GROUP Service code 27 · EIN 51-0492818 P.O. BOX 990067 · HARTFORD, CT 061990067 | Advisory (Plan) | $45,547 |
PENSION ASSURANCE LLP4 years Service code 10 · EIN 84-0467907 5530 CORBIN AVE STE 260 · TARZANA, CA 91356 | Accounting | $11,000 |
TRUOG-RYDING COMPANY, INC.8+ years Filed as: TRUOG-RYDING CO. Service code 13 · EIN 95-3497679 2659 TOWNSGATE ROAD · WESTLAKE VILLAGE, CA 91361 | Contract Administrator | $8,050 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CA 80111 | Investment Management | $3,850 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,250 | $50,458+27.3% | $159,960-59.8% | $64,808-0.9% |
| Participation rate | 55.2% | 68.0%-12.8pp | 78.0%-22.7pp | 71.5%-16.2pp |
| Annual return | -13.75% | -13.42%-0.3pp | 408.60%-422.4pp | 32.82%-46.6pp |
| Employer contribution / active EE | $644 | $1,722-62.6% | $4,226-84.8% | $2,506-74.3% |
| Participant deferral / active EE | $2,693 | $4,004-32.7% | $6,182-56.4% | $4,310-37.5% |
| Admin fee / account holder | $204 | $706-71.1% | $8,698-97.7% | $188+8.7% |