Filed June 27, 2014 (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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $178,921 |
SAGEVIEW ADVISORY GROUP, LLC4+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $87,278 |
AON CONSULTING1 year Filed as: AON HEWITT INVESTMENT Service code 27 · EIN 36-3109431 | Advisory (Plan) | $21,491 |
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 | $113,761 | $62,267+82.7% | $110,238+3.2% | $55,725+104.1% |
| Participation rate | 94.8% | 78.1%+16.6pp | 79.8%+15.0pp | 70.9%+23.9pp |
| Annual return | -6.15% | -1.07%-5.1pp | 314.74%-320.9pp | 244.93%-251.1pp |
| Employer contribution / active EE | $6,140 | $1,941+216.3% | $3,826+60.5% | $2,078+195.5% |
| Participant deferral / active EE | $8,559 | $3,516+143.4% | $4,672+83.2% | $3,356+155.1% |
| Admin fee / account holder | $254 | $121+109.8% | $8,547-97.0% | $115+120.2% |