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, LLC10+ years Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $47,073 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,397 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $17,831 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $48,549 | $58,778-17.4% | $129,207-62.4% | $77,643-37.5% |
| Participation rate | 92.0% | 59.2%+32.8pp | 69.6%+22.4pp | 70.6%+21.4pp |
| Annual return | 15.00% | 24.73%-9.7pp | 9417.33%-9402.3pp | 31.24%-16.2pp |
| Employer contribution / active EE | $0 | $1,952-100.0% | $4,153-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $6,182 | $3,212+92.4% | $4,168+48.3% | $4,647+33.0% |
| Admin fee / account holder | $179 | $589-69.6% | $7,715-97.7% | $430-58.4% |