Filed September 7, 2021 (most recent of 7 filings on file)
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 | $108,902 |
SAGEVIEW ADVISORY GROUP, LLC3 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $15,000 |
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 | $82,583 | $95,776-13.8% | $162,163-49.1% | $77,787+6.2% |
| Participation rate | 97.7% | 88.6%+9.0pp | 87.6%+10.1pp | 73.2%+24.4pp |
| Annual return | 24.20% | 37.03%-12.8pp | 115.59%-91.4pp | 32.57%-8.4pp |
| Employer contribution / active EE | $3,296 | $3,874-14.9% | $5,614-41.3% | $2,504+31.6% |
| Participant deferral / active EE | $4,778 | $6,125-22.0% | $7,298-34.5% | $3,967+20.4% |
| Admin fee / account holder | $50 | $88-42.9% | $10,843-99.5% | $100-50.0% |