Filed March 24, 2025 (most recent of 12 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 9-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, LLC1+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $48,737 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $34,136 |
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 | $80,921 | $70,667+14.5% | $123,104-34.3% | $52,331+54.6% |
| Participation rate | 99.6% | 83.7%+15.9pp | 86.8%+12.8pp | 68.1%+31.5pp |
| Annual return | 1.14% | 6.23%-5.1pp | 13.22%-12.1pp | 4.54%-3.4pp |
| Employer contribution / active EE | $4,509 | $2,946+53.1% | $5,151-12.5% | $1,882+139.6% |
| Participant deferral / active EE | $4,159 | $4,493-7.4% | $6,230-33.2% | $3,022+37.6% |
| Admin fee / account holder | $119 | $506-76.5% | $9,015-98.7% | $592-79.9% |