Filed June 20, 2006 (most recent of 2 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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $61,392 |
SAGEVIEW ADVISORY GROUP, LLC10+ years Filed as: SAGEVIEW ADVISORY CONSULTING GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $20,962 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $34,309 | $65,908-47.9% | $81,812-58.1% | $77,643-55.8% |
| Participation rate | 88.4% | 65.8%+22.6pp | 72.3%+16.1pp | 70.6%+17.9pp |
| Annual return | 10.08% | 26.64%-16.6pp | 773.79%-763.7pp | 31.24%-21.2pp |
| Employer contribution / active EE | $1,624 | $2,370-31.5% | $2,912-44.2% | $2,726-40.4% |
| Participant deferral / active EE | $1,816 | $3,505-48.2% | $4,319-57.9% | $4,647-60.9% |
| Admin fee / account holder | $227 | $526-57.0% | $7,386-96.9% | $430-47.4% |