Filed May 18, 2018 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 10-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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,260 |
SAGEVIEW ADVISORY GROUP, LLC1+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 16 · EIN 33-0818667 | Consulting | $5,500 |
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 | $27,028 | $36,916-26.8% | $156,549-82.7% | $57,658-53.1% |
| Participation rate | 73.7% | 63.4%+10.3pp | 84.0%-10.3pp | 70.2%+3.5pp |
| Annual return | 7.21% | 12.38%-5.2pp | 32.23%-25.0pp | 5.13%+2.1pp |
| Employer contribution / active EE | $741 | $1,571-52.8% | $5,501-86.5% | $1,974-62.5% |
| Participant deferral / active EE | $1,839 | $1,926-4.5% | $4,871-62.2% | $3,061-39.9% |
| Admin fee / account holder | $15 | $82-82.2% | $13,027-99.9% | $95-84.5% |