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, LLC2+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $12,468 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $10,248 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $56,635 | $107,378-47.3% | $108,579-47.8% | $57,658-1.8% |
| Participation rate | 84.7% | 77.1%+7.6pp | 79.6%+5.1pp | 70.2%+14.5pp |
| Annual return | 21.23% | 12.80%+8.4pp | -51.70%+72.9pp | 5.13%+16.1pp |
| Employer contribution / active EE | $636 | $1,782-64.3% | $3,758-83.1% | $1,974-67.8% |
| Participant deferral / active EE | $3,472 | $3,221+7.8% | $4,311-19.5% | $3,061+13.4% |
| Admin fee / account holder | $20 | $108-82.0% | $7,645-99.7% | $95-79.3% |