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 5-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, LLC5+ years Service code 27 1920 MAIN STREET · IRVINE, CA 92614 | Advisory (Plan) | $38,060 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $38,001 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $79,181 | $80,724-1.9% | $103,333-23.4% | $74,495+6.3% |
| Participation rate | 91.6% | 65.7%+25.9pp | 74.5%+17.1pp | 67.2%+24.4pp |
| Annual return | 15.78% | 27.56%-11.8pp | 24.88%-9.1pp | 1364.94%-1349.2pp |
| Employer contribution / active EE | $3,619 | $3,157+14.6% | $3,868-6.4% | $2,623+38.0% |
| Participant deferral / active EE | $10,481 | $3,860+171.5% | $5,057+107.2% | $4,346+141.2% |
| Admin fee / account holder | $369 | $2,368-84.4% | $8,355-95.6% | $1,942-81.0% |