See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC3+ years Service code 27 1920 MAIN STREET, SUITE 800 · IRVINE, CA 92614 | Advisory (Plan) | $14,187 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,419 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,584 |
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 | $79,605 | $31,679+151.3% | $74,701+6.6% | $65,185+22.1% |
| Participation rate | 52.3% | 40.4%+11.9pp | 54.5%-2.2pp | 70.2%-17.9pp |
| Annual return | 19.00% | 39.04%-20.0pp | 752.92%-733.9pp | 29.38%-10.4pp |
| Employer contribution / active EE | $577 | $566+2.0% | $1,084-46.7% | $2,177-73.5% |
| Participant deferral / active EE | $2,204 | $1,191+85.1% | $1,964+12.3% | $3,514-37.3% |
| Admin fee / account holder | $214 | $379-43.5% | $3,333-93.6% | $847-74.7% |