Filed October 31, 2022
Total covered: 8 employees
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 37 · EIN 04-2647786 | Loan Processing | $53,718 |
SAGE ADVISORY SERVICES3 years Filed as: SAGE VIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $36,502 |
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.
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 | $43,479 | $29,369+48.0% | $77,482-43.9% | $73,409-40.8% |
| Participation rate | 42.3% | 37.9%+4.3pp | 54.2%-11.9pp | 72.2%-29.9pp |
| Annual return | 7.87% | 358.15%-350.3pp | 54.79%-46.9pp | 59.29%-51.4pp |
| Employer contribution / active EE | $988 | $406+143.4% | $986+0.2% | $2,234-55.8% |
| Participant deferral / active EE | $1,839 | $941+95.5% | $1,861-1.2% | $3,805-51.7% |
| Admin fee / account holder | $260 | $123+111.9% | $2,858-90.9% | $158+64.7% |