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, LLC5 years Service code 27 1920 MAIN STREET · IRVINE, CA 92614 | Advisory (Plan) | $94,218 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $58,470 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,058 | $92,055-34.8% | $106,213-43.5% | $77,643-22.6% |
| Participation rate | 89.0% | 81.0%+7.9pp | 75.3%+13.7pp | 70.6%+18.4pp |
| Annual return | 12.45% | 17.91%-5.5pp | 116.14%-103.7pp | 31.24%-18.8pp |
| Employer contribution / active EE | $1,994 | $3,367-40.8% | $3,171-37.1% | $2,726-26.8% |
| Participant deferral / active EE | $4,596 | $5,386-14.7% | $5,016-8.4% | $4,647-1.1% |
| Admin fee / account holder | $257 | $219+17.5% | $11,033-97.7% | $430-40.2% |