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 INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $203,804 |
SAGEVIEW ADVISORY GROUP, LLC7 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $40,000 |
Service code 99 · EIN 59-2438373 | Other Fees | $25,613 |
INTEGRA REALTY RESOURCES1 year Filed as: INTEGRA REALTY RESOURCES INC Service code 99 7800 E UNION AVE STE 400 · DENVER, CO 80237 | Other Fees | $24,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,834 | $73,360+42.9% | $177,989-41.1% | $74,495+40.7% |
| Participation rate | 74.2% | 66.6%+7.6pp | 77.1%-2.9pp | 67.2%+7.0pp |
| Annual return | 14.49% | 17.49%-3.0pp | 294.48%-280.0pp | 1364.94%-1350.5pp |
| Employer contribution / active EE | $3,088 | $2,216+39.3% | $3,949-21.8% | $2,623+17.7% |
| Participant deferral / active EE | $6,425 | $4,513+42.3% | $6,276+2.4% | $4,346+47.8% |
| Admin fee / account holder | $144 | $1,808-92.0% | $10,363-98.6% | $1,942-92.6% |