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, LLC9+ years Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $26,128 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,507 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,110 | $53,345-41.7% | $121,098-74.3% | $74,419-58.2% |
| Participation rate | 70.9% | 60.0%+10.9pp | 69.5%+1.4pp | 70.7%+0.2pp |
| Annual return | 15.09% | 35.15%-20.1pp | 985.75%-970.7pp | 34.38%-19.3pp |
| Employer contribution / active EE | $1,260 | $1,898-33.6% | $4,164-69.7% | $2,637-52.2% |
| Participant deferral / active EE | $2,591 | $3,221-19.5% | $4,080-36.5% | $4,528-42.8% |
| Admin fee / account holder | $177 | $382-53.5% | $5,644-96.9% | $348-49.0% |