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 | $201,510 |
SAGEVIEW ADVISORY GROUP, LLC4 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 4000 MACATHUR BLVD STE 1050 · NEWPORT BEACH, CA 92660 | Advisory (Plan) | $60,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,327 | $110,699-13.9% | $177,821-46.4% | $90,288+5.6% |
| Participation rate | 97.9% | 88.3%+9.5pp | 87.7%+10.1pp | 73.4%+24.5pp |
| Annual return | 31.27% | 22.79%+8.5pp | 48.32%-17.1pp | 53.97%-22.7pp |
| Employer contribution / active EE | $4,385 | $4,118+6.5% | $5,918-25.9% | $2,524+73.7% |
| Participant deferral / active EE | $5,409 | $6,731-19.6% | $7,714-29.9% | $4,232+27.8% |
| Admin fee / account holder | $89 | $90-1.6% | $12,427-99.3% | $114-22.3% |