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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $72,365 |
SAGEVIEW ADVISORY GROUP, LLC7+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $10,000 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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 | $131,726 | $86,225+52.8% | $146,665-10.2% | $86,799+51.8% |
| Participation rate | 99.4% | 78.0%+21.4pp | 80.1%+19.3pp | 72.3%+27.1pp |
| Annual return | 16.50% | 31.23%-14.7pp | 22.74%-6.2pp | 97.91%-81.4pp |
| Employer contribution / active EE | $2,231 | $2,392-6.7% | $4,136-46.1% | $2,405-7.2% |
| Participant deferral / active EE | $5,813 | $4,245+36.9% | $5,506+5.6% | $4,131+40.7% |
| Admin fee / account holder | $187 | $195-4.5% | $10,280-98.2% | $170+10.0% |