Filed November 30, 2004
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 |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC1+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $11,585 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,753 |
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 | $57,490 | $57,096+0.7% | $94,224-39.0% | $55,191+4.2% |
| Participation rate | 79.1% | 75.7%+3.5pp | 78.8%+0.4pp | 69.2%+10.0pp |
| Annual return | -0.32% | 159.65%-160.0pp | 10.68%-11.0pp | 10.78%-11.1pp |
| Employer contribution / active EE | $647 | $1,708-62.1% | $3,587-82.0% | $1,899-65.9% |
| Participant deferral / active EE | $3,185 | $3,165+0.6% | $4,320-26.3% | $3,046+4.5% |
| Admin fee / account holder | $21 | $89-76.6% | $6,269-99.7% | $91-77.0% |