Filed August 15, 2017
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 |
|---|---|---|
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $80,542 |
SAGE ADVISORY SERVICES1+ years Filed as: SAGE VIEW ADVISORY GROUP Service code 26 1920 MAIN ST, SUITE 800 · IRVINE, CA 92614 | Advisory (Participants) | $36,607 |
SAGEVIEW ADVISORY GROUP, LLC1+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 15 | Recordkeeping | $21,008 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $76,699 | $70,667+8.5% | $123,104-37.7% | $52,331+46.6% |
| Participation rate | 92.3% | 83.7%+8.6pp | 86.8%+5.6pp | 68.1%+24.2pp |
| Annual return | -0.56% | 6.23%-6.8pp | 13.22%-13.8pp | 4.54%-5.1pp |
| Employer contribution / active EE | $2,212 | $2,946-24.9% | $5,151-57.1% | $1,882+17.5% |
| Participant deferral / active EE | $4,069 | $4,493-9.4% | $6,230-34.7% | $3,022+34.6% |
| Admin fee / account holder | $604 | $506+19.2% | $9,015-93.3% | $592+2.1% |