See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $99,529 |
SAGEVIEW ADVISORY GROUP, LLC3 years Service code 28 1920 MAIN STREET · IRVINE, CA 92614 | Investment Management | $23,913 |
Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $2,513 |
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 | $95,039 | $88,890+6.9% | $102,423-7.2% | $77,643+22.4% |
| Participation rate | 80.7% | 80.9%-0.2pp | 76.5%+4.2pp | 70.6%+10.1pp |
| Annual return | 13.65% | 24.98%-11.3pp | 29.32%-15.7pp | 31.24%-17.6pp |
| Employer contribution / active EE | $1,483 | $2,698-45.0% | $3,023-50.9% | $2,726-45.6% |
| Participant deferral / active EE | $6,063 | $5,145+17.8% | $5,053+20.0% | $4,647+30.5% |
| Admin fee / account holder | $134 | $235-43.2% | $9,451-98.6% | $430-68.9% |