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 |
|---|---|---|
Filed as: SAGEVIEW ADVISORY GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $33,609 |
STANCORP FINANCIAL GROUP1 year Service code 13 · EIN 93-1253576 | Contract Administrator | $26,386 |
13 funds of $250K or more; 16 lines in all, holding $13.8M of the plan's $14.3M. From the 2024 filing. Recordkeeper: Stancorp Financial Group.
Target-date series: Nuveen Lifecycle Index, other, 27% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle Index TIAA (Nuveen) · Insurance contract Target-date, 9 vintages | $3.8M | 27.2% |
| Standard Securian AM S&P 500 Index StanCorp (Meiji Yasuda) · Insurance contract Index | $3.5M | 25.1% |
| Fidelity Global ex US Index Fidelity (FMR) · Insurance contract Index | $1.8M | 13.3% |
| Vanguard Extended Market Index Admiral Vanguard · Insurance contract Index | $1.2M | 8.9% |
| Vanguard Total Bond Market Index Admiral Vanguard · Insurance contract Index | $990K | 7.2% |
| Vanguard Interm-Term Bond Index Admiral Vanguard · Insurance contract Index | $980K | 7.1% |
| Standard Securian AM Money Market StanCorp (Meiji Yasuda) · Insurance contract | $548K | 4.0% |
| JPMorgan Large Cap Growth JPMorgan · Insurance contract | $446K | 3.2% |
| Schwab Fundamental US Large Co Index Charles Schwab · Insurance contract Index | $181K | 1.3% |
| Pgim Total Return Bond Z Prudential (PGIM) · Insurance contract | $133K | 1.0% |
See the other 6 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.
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,366 | $45,031-65.9% | $84,966-81.9% | $77,643-80.2% |
| Participation rate | 62.6% | 48.7%+13.9pp | 67.5%-4.9pp | 70.6%-8.0pp |
| Annual return | 17.85% | 79.22%-61.4pp | 66.38%-48.5pp | 31.24%-13.4pp |
| Employer contribution / active EE | $3,003 | $1,609+86.6% | $2,727+10.1% | $2,726+10.2% |
| Participant deferral / active EE | $1,241 | $2,807-55.8% | $4,519-72.5% | $4,647-73.3% |
| Admin fee / account holder | $65 | $912-92.9% | $6,149-98.9% | $430-85.0% |