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, LLC9+ years Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $83,281 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $70,426 |
Filed as: LUCAS, HORSFALL, MURPHY & PINDROH Service code 10 · EIN 95-4659692 299 N EUCLID AVE 2ND FLOOR · PASADENA, CA 91101 | Accounting | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,637 | $84,784-27.3% | $98,439-37.4% | $74,419-17.2% |
| Participation rate | 98.0% | 81.5%+16.5pp | 75.2%+22.9pp | 70.7%+27.3pp |
| Annual return | 15.86% | 20.59%-4.7pp | 21.16%-5.3pp | 34.38%-18.5pp |
| Employer contribution / active EE | $738 | $3,364-78.1% | $3,048-75.8% | $2,637-72.0% |
| Participant deferral / active EE | $4,290 | $5,218-17.8% | $4,738-9.5% | $4,528-5.3% |
| Admin fee / account holder | $168 | $204-17.8% | $8,948-98.1% | $348-51.7% |