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 | $280,584 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $61,574 |
SAGEVIEW ADVISORY GROUP, LLC5 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 4000 MACATHUR BLVD STE 1050 · NEWPORT BEACH, CA 92660 | Advisory (Plan) | $60,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,417 | $118,337-9.2% | $189,513-43.3% | $93,030+15.5% |
| Participation rate | 98.2% | 89.1%+9.1pp | 87.8%+10.4pp | 73.9%+24.3pp |
| Annual return | 15.62% | 21.77%-6.2pp | 555.15%-539.5pp | 158.70%-143.1pp |
| Employer contribution / active EE | $4,433 | $4,204+5.4% | $6,162-28.1% | $2,706+63.8% |
| Participant deferral / active EE | $5,663 | $7,123-20.5% | $8,221-31.1% | $4,562+24.1% |
| Admin fee / account holder | $127 | $100+27.4% | $12,045-98.9% | $152-16.3% |