Filed March 29, 2022
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $40,666 |
SAGEVIEW ADVISORY GROUP, LLC2+ years Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $40,000 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,965 |
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 | $101,107 | $63,905+58.2% | $74,183+36.3% | $57,658+75.4% |
| Participation rate | 95.0% | 79.8%+15.3pp | 76.6%+18.4pp | 70.2%+24.8pp |
| Annual return | 8.67% | 60.60%-51.9pp | 17.74%-9.1pp | 5.13%+3.5pp |
| Employer contribution / active EE | $2,416 | $1,840+31.3% | $2,370+1.9% | $1,974+22.4% |
| Participant deferral / active EE | $8,062 | $3,448+133.8% | $3,550+127.1% | $3,061+163.4% |
| Admin fee / account holder | $123 | $91+35.2% | $5,586-97.8% | $95+30.3% |