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, LLC2+ years Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $14,075 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,212 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $159 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,988 | $56,629-2.9% | $77,999-29.5% | $55,167-0.3% |
| Participation rate | 60.3% | 73.3%-13.0pp | 75.5%-15.2pp | 69.0%-8.6pp |
| Annual return | 6.66% | 2866.98%-2860.3pp | 425.96%-419.3pp | 169.23%-162.6pp |
| Employer contribution / active EE | $1,481 | $1,723-14.1% | $2,470-40.1% | $1,963-24.5% |
| Participant deferral / active EE | $2,698 | $2,777-2.9% | $3,497-22.9% | $3,054-11.7% |
| Admin fee / account holder | $161 | $467-65.5% | $5,480-97.1% | $504-68.1% |