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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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $60,006 |
SAGEVIEW ADVISORY GROUP, LLC6 years Filed as: SAGEVIEW ADVISORY CONSULTING GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $30,000 |
Filed as: SC&H ATTEST SERVICES, P. Service code 10 · EIN 52-1743645 | Accounting | $12,034 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $84,845 | $84,487+0.4% | $125,339-32.3% | $66,914+26.8% |
| Participation rate | 90.1% | 76.4%+13.7pp | 82.4%+7.7pp | 69.8%+20.3pp |
| Annual return | -16.51% | -8.39%-8.1pp | 572.05%-588.6pp | 1.58%-18.1pp |
| Employer contribution / active EE | $2,353 | $3,553-33.8% | $4,814-51.1% | $2,544-7.5% |
| Participant deferral / active EE | $8,816 | $6,781+30.0% | $7,446+18.4% | $4,237+108.1% |
| Admin fee / account holder | $366 | $685-46.6% | $10,010-96.3% | $593-38.4% |