Filed November 14, 2019
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, LLC4 years Service code 28 1920 MAIN STREET · IRVINE, CA 92614 | Investment Management | $79,579 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $62,654 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,701 | $84,784-36.7% | $98,439-45.4% | $74,419-27.8% |
| Participation rate | 69.7% | 81.5%-11.8pp | 75.2%-5.4pp | 70.7%-1.0pp |
| Annual return | 16.32% | 20.59%-4.3pp | 21.16%-4.8pp | 34.38%-18.1pp |
| Employer contribution / active EE | $1,708 | $3,364-49.2% | $3,048-44.0% | $2,637-35.2% |
| Participant deferral / active EE | $3,870 | $5,218-25.8% | $4,738-18.3% | $4,528-14.5% |
| Admin fee / account holder | $225 | $204+9.9% | $8,948-97.5% | $348-35.4% |