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 10-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, LLC2+ years Service code 27 1920 MAIN STREET · IRVINE, CA 92614 | Advisory (Plan) | $20,644 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,799 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,271 |
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 | $61,169 | $71,192-14.1% | $117,854-48.1% | $62,292-1.8% |
| Participation rate | 95.9% | 74.2%+21.7pp | 79.7%+16.3pp | 69.5%+26.4pp |
| Annual return | 17.87% | 18.66%-0.8pp | 335.08%-317.2pp | 28.90%-11.0pp |
| Employer contribution / active EE | $758 | $1,934-60.8% | $3,786-80.0% | $2,042-62.9% |
| Participant deferral / active EE | $3,602 | $3,189+13.0% | $4,482-19.6% | $3,169+13.7% |
| Admin fee / account holder | $198 | $587-66.3% | $8,020-97.5% | $479-58.7% |