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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $129,418 |
SAGEVIEW ADVISORY GROUP, LLC9 years Service code 27 1920 MAIN ST, STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $52,500 |
CARLSON QUINN9 years Filed as: CARLSON QUINN AND ASSOCIATES Service code 13 2000 POWELL ST, SUITE 1600 · EMERYVILLE, CA 94806 | Contract Administrator | $20,000 |
SILICON VALLEY ACCOUNTANCY CORP10+ years Filed as: SILICON VALLEY ACCOUNTANCY CORP. Service code 10 3150 ALMADEN EXPWY, SUITE 105 · SAN JOSE, CA 95118 | Accounting | $19,305 |
COLONIAL SURETY AGENCY, LLC8 years Service code 99 50 CHESTNUT RIDGE ROAD · MONTVALE, NJ 07645 | Other Fees | $14,270 |
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 | $45,569 | $96,018-52.5% | $65,493-30.4% | $85,563-46.7% |
| Participation rate | 97.8% | 74.8%+23.0pp | 73.1%+24.7pp | 66.0%+31.9pp |
| Annual return | 17.33% | 14.51%+2.8pp | 982.45%-965.1pp | 31.51%-14.2pp |
| Employer contribution / active EE | $3,381 | $3,235+4.5% | $2,574+31.4% | $2,654+27.4% |
| Participant deferral / active EE | $6,199 | $4,055+52.9% | $3,961+56.5% | $4,375+41.7% |
| Admin fee / account holder | $167 | $271-38.1% | $5,028-96.7% | $834-79.9% |