See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC2+ years Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $39,430 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,907 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,512 |
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 | $83,120 | $46,072+80.4% | $70,014+18.7% | $55,167+50.7% |
| Participation rate | 94.7% | 67.5%+27.3pp | 71.8%+22.9pp | 69.0%+25.7pp |
| Annual return | 7.44% | 8.68%-1.2pp | 12.99%-5.5pp | 169.23%-161.8pp |
| Employer contribution / active EE | $3,120 | $1,500+108.0% | $2,338+33.4% | $1,963+59.0% |
| Participant deferral / active EE | $4,198 | $2,344+79.1% | $2,931+43.2% | $3,054+37.5% |
| Admin fee / account holder | $218 | $428-49.1% | $4,380-95.0% | $504-56.8% |