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 9-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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $73,602 |
SAGEVIEW ADVISORY GROUP, LLC3 years Service code 27 1920 MAIN STREET STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $35,647 |
ASCENSUS LLC4 years Filed as: FUTUREPLAN BY ASCENSUS - KRAVITZ Service code 13 | Contract Administrator | $10,000 |
ASCENSUS LLC2 years Filed as: FUTUREPLAN BY ASCENSUS Service code 13 200 DRYDEN RD · DRESHER, PA 19025 | Contract Administrator | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $107,479 | $55,415+94.0% | $155,509-30.9% | $74,495+44.3% |
| Participation rate | 89.6% | 61.9%+27.7pp | 78.2%+11.4pp | 67.2%+22.4pp |
| Annual return | 13.36% | 268.50%-255.1pp | 64.67%-51.3pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $184 | $2,267-91.9% | $4,672-96.1% | $2,623-93.0% |
| Participant deferral / active EE | $6,536 | $2,836+130.5% | $5,626+16.2% | $4,346+50.4% |
| Admin fee / account holder | $488 | $1,738-71.9% | $15,912-96.9% | $1,942-74.9% |