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, LLC3+ years Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $44,683 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,954 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,388 |
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 | $101,044 | $50,385+100.5% | $75,670+33.5% | $62,292+62.2% |
| Participation rate | 96.5% | 67.7%+28.8pp | 72.3%+24.2pp | 69.5%+27.0pp |
| Annual return | 18.66% | 19.90%-1.2pp | 27.34%-8.7pp | 28.90%-10.2pp |
| Employer contribution / active EE | $5,298 | $1,537+244.6% | $2,352+125.3% | $2,042+159.4% |
| Participant deferral / active EE | $5,394 | $2,445+120.6% | $3,142+71.7% | $3,169+70.2% |
| Admin fee / account holder | $257 | $384-33.0% | $5,800-95.6% | $479-46.3% |