Filed April 9, 1996 (most recent of 2 filings on file)
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 Service code 27 · EIN 33-0818667 | Advisory (Plan) | $16,359 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $9,401 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $8,211 |
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 | $68,751 | $87,037-21.0% | $106,201-35.3% | $80,874-15.0% |
| Participation rate | 90.0% | 70.4%+19.6pp | 75.3%+14.7pp | 67.6%+22.4pp |
| Annual return | 9.13% | 17.05%-7.9pp | 116.26%-107.1pp | 35.62%-26.5pp |
| Employer contribution / active EE | $2,075 | $2,396-13.4% | $3,170-34.5% | $2,756-24.7% |
| Participant deferral / active EE | $3,888 | $3,986-2.5% | $5,012-22.4% | $4,297-9.5% |
| Admin fee / account holder | $365 | $8,434-95.7% | $11,039-96.7% | $6,935-94.7% |