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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $136,794 |
SAGEVIEW ADVISORY GROUP, LLC9+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $81,449 |
Filed as: TURNER, WARREN, HWANG Service code 13 · EIN 95-4083485 | Contract Administrator | $15,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,372 | $100,227+15.1% | $169,993-32.1% | $74,419+55.0% |
| Participation rate | 99.2% | 87.3%+11.9pp | 87.0%+12.2pp | 70.7%+28.4pp |
| Annual return | 20.45% | 66.08%-45.6pp | 53.37%-32.9pp | 34.38%-13.9pp |
| Employer contribution / active EE | $5,605 | $4,263+31.5% | $6,785-17.4% | $2,637+112.5% |
| Participant deferral / active EE | $5,605 | $7,143-21.5% | $10,408-46.1% | $4,528+23.8% |
| Admin fee / account holder | $498 | $234+112.6% | $12,815-96.1% | $348+43.3% |