Filed January 19, 1995
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 |
|---|---|---|
Service code 64 · EIN 13-3368904 | Recordkeeping Fees | $48,142 |
Filed as: SAGEVIEW ADVISORY GROUP,LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $32,819 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $259 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,015 | $102,553-2.5% | $151,611-34.0% | $66,914+49.5% |
| Participation rate | 98.2% | 85.5%+12.7pp | 87.5%+10.7pp | 69.8%+28.4pp |
| Annual return | -17.35% | -10.82%-6.5pp | 3.33%-20.7pp | 1.58%-18.9pp |
| Employer contribution / active EE | $3,791 | $4,180-9.3% | $6,166-38.5% | $2,544+49.0% |
| Participant deferral / active EE | $8,180 | $6,641+23.2% | $8,363-2.2% | $4,237+93.1% |
| Admin fee / account holder | $392 | $630-37.7% | $11,616-96.6% | $593-33.9% |