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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $19,640 |
SAGEVIEW ADVISORY GROUP, LLC2+ years Filed as: SAGEVIEW ADVISORY CONSULTING GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $13,767 |
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).
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 | $26,443 | $39,859-33.7% | $78,689-66.4% | $57,658-54.1% |
| Participation rate | 73.2% | 66.1%+7.1pp | 73.6%-0.4pp | 70.2%+3.0pp |
| Annual return | 4.38% | 18.96%-14.6pp | 62.18%-57.8pp | 5.13%-0.8pp |
| Employer contribution / active EE | $1,024 | $1,786-42.7% | $2,851-64.1% | $1,974-48.1% |
| Participant deferral / active EE | $1,021 | $2,248-54.6% | $3,517-71.0% | $3,061-66.6% |
| Admin fee / account holder | $127 | $76+66.7% | $4,510-97.2% | $95+34.4% |