Filed December 14, 2017
Total covered: 15 employees
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, LLC10+ years Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $58,901 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $54,223 |
WITHUMSMITH+BROWN, PC8 years Filed as: BROWN SCHULTZ SHERIDAN & FRITZ Service code 10 210 GRANDVIEW AVE · CAMP HILL, PA 17011 | Accounting | $12,700 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $213,403 | $131,799+61.9% | $200,582+6.4% | $85,563+149.4% |
| Participation rate | 98.8% | 87.9%+10.9pp | 86.9%+11.9pp | 66.0%+32.8pp |
| Annual return | 14.98% | 21.59%-6.6pp | 42.33%-27.4pp | 31.51%-16.5pp |
| Employer contribution / active EE | $5,672 | $4,532+25.2% | $6,419-11.6% | $2,654+113.7% |
| Participant deferral / active EE | $8,785 | $7,702+14.1% | $9,331-5.9% | $4,375+100.8% |
| Admin fee / account holder | $402 | $235+71.0% | $16,305-97.5% | $834-51.8% |