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 |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC6 years Service code 27 · EIN 33-0818667 1920 MAIN STREET · IRVINE, CA 92614 | Advisory (Plan) | $75,855 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,840 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $125,958 | $130,194-3.3% | $169,993-25.9% | $71,457+76.3% |
| Participation rate | 97.2% | 86.1%+11.0pp | 87.0%+10.2pp | 67.9%+29.2pp |
| Annual return | 12.46% | 20.37%-7.9pp | 53.37%-40.9pp | 28.85%-16.4pp |
| Employer contribution / active EE | $3,711 | $4,381-15.3% | $6,785-45.3% | $2,588+43.4% |
| Participant deferral / active EE | $7,914 | $6,923+14.3% | $10,408-24.0% | $4,289+84.5% |
| Admin fee / account holder | $501 | $966-48.1% | $12,815-96.1% | $1,587-68.4% |