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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $93,411 |
SAGEVIEW ADVISORY GROUP, LLC3+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $51,641 |
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 | $95,813 | $81,537+17.5% | $149,718-36.0% | $69,631+37.6% |
| Participation rate | 99.2% | 86.1%+13.1pp | 87.1%+12.2pp | 70.7%+28.6pp |
| Annual return | 17.91% | 22.79%-4.9pp | 1501.63%-1483.7pp | 27571.02%-27553.1pp |
| Employer contribution / active EE | $4,935 | $3,239+52.4% | $5,445-9.4% | $2,032+142.8% |
| Participant deferral / active EE | $4,602 | $4,994-7.9% | $6,569-29.9% | $3,224+42.8% |
| Admin fee / account holder | $289 | $107+170.6% | $11,283-97.4% | $110+161.9% |