Filed December 31, 2006 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC8+ years Service code 27 1920 MAIN STREET · IRVINE, CA 92614 | Advisory (Plan) | $80,727 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $72,305 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $51,659 | $81,908-36.9% | $90,749-43.1% | $64,808-20.3% |
| Participation rate | 98.3% | 80.5%+17.8pp | 75.7%+22.6pp | 71.5%+26.8pp |
| Annual return | -16.33% | -12.53%-3.8pp | -12.16%-4.2pp | 32.82%-49.2pp |
| Employer contribution / active EE | $809 | $3,065-73.6% | $2,921-72.3% | $2,506-67.7% |
| Participant deferral / active EE | $4,207 | $4,840-13.1% | $4,564-7.8% | $4,310-2.4% |
| Admin fee / account holder | $162 | $157+3.2% | $8,445-98.1% | $188-13.7% |