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, LLC3+ years Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $14,481 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,237 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $600 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $61,524 | $63,299-2.8% | $91,001-32.4% | $62,292-1.2% |
| Participation rate | 60.5% | 73.3%-12.8pp | 75.6%-15.1pp | 69.5%-9.0pp |
| Annual return | 18.74% | 20.99%-2.3pp | 4.60%+14.1pp | 28.90%-10.2pp |
| Employer contribution / active EE | $1,392 | $1,807-23.0% | $2,456-43.3% | $2,042-31.8% |
| Participant deferral / active EE | $2,641 | $2,943-10.2% | $3,547-25.5% | $3,169-16.6% |
| Admin fee / account holder | $155 | $468-66.8% | $5,417-97.1% | $479-67.6% |