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 |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $320,914 |
SAGEVIEW ADVISORY GROUP, LLC3+ years Service code 27 1920 MAIN ST · IRVINE, CA 92614 | Advisory (Plan) | $74,333 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $73,863 |
WITHUMSMITH+BROWN, PC1 year Filed as: BROWN SMITH WALLACE LLP Service code 10 6 CITY PLACE DR STE 900 · ST LOUIS, MO 63141 | Accounting | $16,697 |
KSJG, LLP1 year Filed as: KUSHNER, SMITH JOANOU & GREGSON,LLP Service code 10 8105 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Accounting | $10,000 |
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 | $77,766 | $88,730-12.4% | $82,313-5.5% | $77,958-0.2% |
| Participation rate | 70.5% | 84.5%-14.0pp | 76.9%-6.4pp | 71.6%-1.1pp |
| Annual return | 104.39% | 20.88%+83.5pp | 25.88%+78.5pp | 20.87%+83.5pp |
| Employer contribution / active EE | $1,499 | $2,758-45.6% | $2,428-38.2% | $2,310-35.1% |
| Participant deferral / active EE | $3,033 | $4,634-34.6% | $3,706-18.2% | $3,537-14.2% |
| Admin fee / account holder | $127 | $74+72.1% | $5,608-97.7% | $97+30.8% |