Filed September 17, 2008
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC10+ years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $211,849 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $140,738 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $195,318 | $98,727+97.8% | $113,168+72.6% | $85,563+128.3% |
| Participation rate | 96.3% | 80.8%+15.5pp | 76.6%+19.7pp | 66.0%+30.3pp |
| Annual return | 12.79% | 17.43%-4.6pp | 24.27%-11.5pp | 31.51%-18.7pp |
| Employer contribution / active EE | $4,587 | $2,907+57.8% | $2,975+54.2% | $2,654+72.9% |
| Participant deferral / active EE | $11,197 | $5,424+106.4% | $5,107+119.2% | $4,375+155.9% |
| Admin fee / account holder | $366 | $357+2.5% | $12,068-97.0% | $834-56.2% |