Filed September 22, 2021 (most recent of 4 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 13 · EIN 42-0127290 | Contract Administrator | $439,451 |
SAGEVIEW ADVISORY GROUP, LLC3 years Service code 16 · EIN 33-0818667 | Consulting | $133,374 |
SYNDER COHN1 year Service code 27 · EIN 52-1022232 | Advisory (Plan) | $48,500 |
USI CONSULTING GROUP3 years Service code 11 · EIN 06-1053228 | Actuarial | $16,380 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $8,810 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,146 | $128,056+14.9% | $146,958+0.1% | $106,382+38.3% |
| Participation rate | 92.8% | 67.2%+25.6pp | 82.2%+10.6pp | 69.9%+22.9pp |
| Annual return | 16.25% | 17.89%-1.6pp | 418.34%-402.1pp | 17.37%-1.1pp |
| Employer contribution / active EE | $3,589 | $3,384+6.1% | $4,933-27.2% | $3,364+6.7% |
| Participant deferral / active EE | $10,143 | $7,674+32.2% | $8,070+25.7% | $5,569+82.2% |
| Admin fee / account holder | $42 | $89-52.4% | $12,998-99.7% | $79-46.8% |