Filed April 21, 2022
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 8-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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $256,988 |
Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $150,519 |
Filed as: CBIZ CPAS P.C. Service code 10 · EIN 43-1947695 | Accounting | $25,200 |
Service code 99 601 CONGRESS ST 6TH FL · BOSTON, MA 02210 | Other Fees | $16,240 |
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 | $66,080 | $93,283-29.2% | $77,163-14.4% | $103,482-36.1% |
| Participation rate | 73.7% | 79.3%-5.5pp | 69.6%+4.2pp | 73.3%+0.5pp |
| Annual return | 15.67% | 17.40%-1.7pp | 37.87%-22.2pp | 33.11%-17.4pp |
| Employer contribution / active EE | $1,155 | $3,170-63.6% | $2,535-54.4% | $3,208-64.0% |
| Participant deferral / active EE | $3,472 | $4,624-24.9% | $3,833-9.4% | $5,207-33.3% |
| Admin fee / account holder | $88 | $78+12.9% | $5,472-98.4% | $114-22.5% |