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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $109,513 |
SAGEVIEW ADVISORY GROUP, LLC5+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $52,149 |
Filed as: TURNER, WARREN, HWANG & CONRAD Service code 49 · EIN 95-4083485 | Other Services | $8,774 |
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 | $91,755 | $88,515+3.7% | $162,163-43.4% | $67,579+35.8% |
| Participation rate | 99.7% | 86.8%+12.9pp | 87.6%+12.1pp | 71.3%+28.4pp |
| Annual return | 20.58% | 27.04%-6.5pp | 115.59%-95.0pp | 378.56%-358.0pp |
| Employer contribution / active EE | $5,512 | $3,563+54.7% | $5,614-1.8% | $2,148+156.6% |
| Participant deferral / active EE | $5,318 | $5,724-7.1% | $7,298-27.1% | $3,539+50.3% |
| Admin fee / account holder | $272 | $124+120.3% | $10,843-97.5% | $142+91.5% |