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 | $76,059 |
SAGEVIEW ADVISORY GROUP, LLC3+ 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 | $5,476 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $111,946 | $69,305+61.5% | $82,313+36.0% | $69,631+60.8% |
| Participation rate | 93.4% | 80.3%+13.1pp | 76.9%+16.5pp | 70.7%+22.7pp |
| Annual return | 15.95% | 21.47%-5.5pp | 25.88%-9.9pp | 27571.02%-27555.1pp |
| Employer contribution / active EE | $2,750 | $1,887+45.8% | $2,428+13.3% | $2,032+35.3% |
| Participant deferral / active EE | $8,538 | $3,568+139.3% | $3,706+130.4% | $3,224+164.9% |
| Admin fee / account holder | $171 | $97+75.9% | $5,608-97.0% | $110+54.8% |