See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $187,080 |
Filed as: SAGVIEW ADVISORY GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $50,248 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,002 | $81,357-87.7% | $75,972-86.8% | $199,593-95.0% |
| Participation rate | 88.8% | 69.9%+18.9pp | 69.1%+19.7pp | 72.0%+16.8pp |
| Annual return | 18.57% | 16.32%+2.2pp | 359.55%-341.0pp | 34.25%-15.7pp |
| Employer contribution / active EE | $585 | $3,341-82.5% | $2,685-78.2% | $3,034-80.7% |
| Participant deferral / active EE | $2,688 | $4,710-42.9% | $4,255-36.8% | $5,087-47.2% |
| Admin fee / account holder | $144 | $144-0.1% | $6,467-97.8% | $269-46.3% |