Filed June 16, 2025 (most recent of 3 filings on file)
Total covered: 53 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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $415,708 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $136,208 |
SAGEVIEW ADVISORY GROUP, LLC9 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $112,753 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY US LLP Service code 10 PO BOX 7398 · MADISON, WI 537077398 | Accounting | $29,400 |
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 | $124,674 | $160,882-22.5% | $200,582-37.8% | $102,872+21.2% |
| Participation rate | 98.6% | 91.2%+7.4pp | 86.9%+11.7pp | 73.0%+25.6pp |
| Annual return | 19.68% | 18.15%+1.5pp | 42.33%-22.7pp | 19.06%+0.6pp |
| Employer contribution / active EE | $5,916 | $5,602+5.6% | $6,419-7.8% | $3,526+67.8% |
| Participant deferral / active EE | $9,564 | $9,300+2.8% | $9,331+2.5% | $5,535+72.8% |
| Admin fee / account holder | $185 | $125+48.2% | $16,305-98.9% | $292-36.7% |