Filed February 17, 2020 (most recent of 2 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 |
|---|---|---|
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $212,710 |
SAGEVIEW ADVISORY GROUP, LLC10+ years Service code 17 · EIN 33-0818667 | Pension Consulting | $82,504 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,403 | $53,136+96.5% | $155,509-32.9% | $199,593-47.7% |
| Participation rate | 63.6% | 64.1%-0.4pp | 78.2%-14.5pp | 72.0%-8.3pp |
| Annual return | 11.90% | 41.15%-29.2pp | 64.67%-52.8pp | 34.25%-22.3pp |
| Employer contribution / active EE | $2,270 | $1,851+22.6% | $4,672-51.4% | $3,034-25.2% |
| Participant deferral / active EE | $5,165 | $3,161+63.4% | $5,626-8.2% | $5,087+1.5% |
| Admin fee / account holder | $173 | $185-6.8% | $15,912-98.9% | $269-35.7% |