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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE CO. Service code 15 · EIN 84-1532243 | Recordkeeping | $144,284 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $126,708 |
SAGEVIEW ADVISORY GROUP, LLC8 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $45,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,429 | $122,693+3.0% | $184,203-31.4% | $199,593-36.7% |
| Participation rate | 98.7% | 86.8%+11.9pp | 86.8%+11.9pp | 72.0%+26.7pp |
| Annual return | 15.19% | 143.91%-128.7pp | 28.81%-13.6pp | 34.25%-19.1pp |
| Employer contribution / active EE | $5,055 | $4,584+10.3% | $6,427-21.3% | $3,034+66.6% |
| Participant deferral / active EE | $6,435 | $7,990-19.5% | $9,131-29.5% | $5,087+26.5% |
| Admin fee / account holder | $91 | $121-24.7% | $13,901-99.3% | $269-66.2% |