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, LLC10+ years Service code 27 1920 MAIN STREET · IRVINE, CA 92614 | Advisory (Plan) | $98,371 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $85,039 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $70,168 | $92,055-23.8% | $106,213-33.9% | $77,643-9.6% |
| Participation rate | 98.0% | 81.0%+17.0pp | 75.3%+22.7pp | 70.6%+27.4pp |
| Annual return | 12.28% | 17.91%-5.6pp | 116.14%-103.9pp | 31.24%-19.0pp |
| Employer contribution / active EE | $910 | $3,367-73.0% | $3,171-71.3% | $2,726-66.6% |
| Participant deferral / active EE | $4,524 | $5,386-16.0% | $5,016-9.8% | $4,647-2.7% |
| Admin fee / account holder | $310 | $219+41.5% | $11,033-97.2% | $430-28.0% |