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 |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC8+ years Service code 27 1920 MAIN STREET · IRVINE, CA 92614 | Advisory (Plan) | $25,329 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,061 |
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 | $26,498 | $47,898-44.7% | $117,472-77.4% | $64,808-59.1% |
| Participation rate | 76.7% | 61.9%+14.9pp | 70.6%+6.2pp | 71.5%+5.3pp |
| Annual return | -14.51% | -15.54%+1.0pp | 29.74%-44.2pp | 32.82%-47.3pp |
| Employer contribution / active EE | $1,186 | $1,774-33.2% | $4,176-71.6% | $2,506-52.7% |
| Participant deferral / active EE | $1,924 | $3,151-38.9% | $4,070-52.7% | $4,310-55.4% |
| Admin fee / account holder | $273 | $132+107.0% | $5,645-95.2% | $188+45.3% |