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 |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC4 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 15 · EIN 33-0818667 | Recordkeeping | $19,267 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSON ALLEN LLP Service code 15 · EIN 41-0746749 | Recordkeeping | $13,125 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,842 |
ADP BROKER-DEALER10+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
15 funds of $250K or more; 12 lines in all, holding $41.5M of the plan's $41.5M. From the 2025 filing. Recordkeeper: Sageview Advisory Group.
Target-date series: Vanguard Target Retirement, mutual fund, 85% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintages | $35.3M | 85.2% |
| Reliance Trust Stable Value 25053 Reliance Trust · Insurance contract | $2.9M | 6.9% |
| JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund | $822K | 2.0% |
| Invesco S&P 500 Equal Weight ETF Invesco · Mutual fund Index | $536K | 1.3% |
| PIMCO StocksPLUS Small Fund PIMCO (Allianz) · Mutual fund | $529K | 1.3% |
| MidCap S&P 400 Index Fund Principal · Mutual fund | $460K | 1.1% |
| Eupac Fund Capital Group · Mutual fund | $395K | 1.0% |
| Real Estate Securities Fund Principal · Mutual fund | $174K | 0.4% |
| JPMorgan Equity Income Fund JPMorgan · Mutual fund | $152K | 0.4% |
| American Funds Target Date Capital Group · Mutual fund Target-date, 2 vintages | $141K | 0.3% |
See the other 2 lines in this lineup with Solo.
Solo shows every fund in this plan's lineup and every change since the prior filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,988 | $216,711-65.4% | $136,749-45.2% | $85,563-12.4% |
| Participation rate | 94.0% | 51.7%+42.3pp | 72.1%+21.9pp | 66.0%+28.0pp |
| Annual return | 16.69% | 15.26%+1.4pp | 24.33%-7.6pp | 31.51%-14.8pp |
| Employer contribution / active EE | $2,342 | $1,660+41.1% | $3,400-31.1% | $2,654-11.8% |
| Participant deferral / active EE | $3,846 | $2,635+46.0% | $4,692-18.0% | $4,375-12.1% |
| Admin fee / account holder | $162 | $1,223-86.7% | $11,386-98.6% | $834-80.5% |