Filed July 31, 2025 (most recent of 2 filings on file)
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, LLC3+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 22 1600 UTICA AVE. S - FLOOR 6 · MINNEAPOLIS, MN 55416 | Insurance Broker | $18,609 |
ALERUS FINANCIAL, N.A.3+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $12,804 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,699 | $63,346+21.1% | $92,233-16.8% | $70,131+9.4% |
| Participation rate | 97.3% | 68.7%+28.7pp | 76.5%+20.9pp | 69.5%+27.8pp |
| Annual return | 18.96% | 530.12%-511.2pp | 176.28%-157.3pp | 73.14%-54.2pp |
| Employer contribution / active EE | $3,886 | $2,471+57.3% | $3,679+5.6% | $2,342+65.9% |
| Participant deferral / active EE | $7,204 | $2,854+152.4% | $3,897+84.9% | $3,332+116.2% |
| Admin fee / account holder | $305 | $3,840-92.1% | $5,194-94.1% | $4,645-93.4% |