Filed June 8, 2017 (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 |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,604 |
SAGEVIEW ADVISORY GROUP, LLC6+ years Service code 27 1920 MAIN STREET · IRVINE, CA 92614 | Advisory (Plan) | $22,368 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $42,826 | $54,121-20.9% | $134,143-68.1% | $73,409-41.7% |
| Participation rate | 44.2% | 64.4%-20.1pp | 72.2%-28.0pp | 72.2%-28.0pp |
| Annual return | 8.31% | -312.52%+320.8pp | 36.33%-28.0pp | 59.29%-51.0pp |
| Employer contribution / active EE | $293 | $1,402-79.1% | $3,704-92.1% | $2,234-86.9% |
| Participant deferral / active EE | $1,559 | $2,844-45.2% | $3,499-55.4% | $3,805-59.0% |
| Admin fee / account holder | $277 | $132+109.6% | $6,684-95.9% | $158+75.7% |