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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $142,201 |
SAGEVIEW ADVISORY GROUP, LLC10+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $45,033 |
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 | $140,269 | $129,021+8.7% | $184,203-23.9% | $77,643+80.7% |
| Participation rate | 99.2% | 87.3%+11.8pp | 86.8%+12.3pp | 70.6%+28.6pp |
| Annual return | 17.95% | 33.27%-15.3pp | 28.81%-10.9pp | 31.24%-13.3pp |
| Employer contribution / active EE | $5,753 | $4,413+30.4% | $6,427-10.5% | $2,726+111.1% |
| Participant deferral / active EE | $5,727 | $7,297-21.5% | $9,131-37.3% | $4,647+23.2% |
| Admin fee / account holder | $409 | $254+61.0% | $13,901-97.1% | $430-5.0% |