Filed October 20, 1992
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, LLC3+ years Filed as: SAGEVIEW ADVISORY CONSULTING GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $7,997 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,227 |
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 | $59,393 | $44,221+34.3% | $121,196-51.0% | $56,287+5.5% |
| Participation rate | 97.3% | 61.1%+36.2pp | 71.7%+25.5pp | 69.9%+27.4pp |
| Annual return | 7.52% | -3.58%+11.1pp | 16.93%-9.4pp | -9.96%+17.5pp |
| Employer contribution / active EE | $2,534 | $1,480+71.3% | $4,022-37.0% | $2,111+20.0% |
| Participant deferral / active EE | $4,974 | $2,521+97.3% | $3,344+48.7% | $3,350+48.5% |
| Admin fee / account holder | $115 | $480-76.0% | $5,019-97.7% | $521-77.9% |