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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $31,239 |
SAGEVIEW ADVISORY GROUP, LLC4 years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $8,997 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,924 | $52,406+79.2% | $129,207-27.3% | $74,495+26.1% |
| Participation rate | 97.1% | 53.8%+43.3pp | 69.6%+27.5pp | 67.2%+29.9pp |
| Annual return | 12.69% | 15.66%-3.0pp | 9417.33%-9404.6pp | 1364.94%-1352.3pp |
| Employer contribution / active EE | $2,809 | $1,531+83.6% | $4,153-32.4% | $2,623+7.1% |
| Participant deferral / active EE | $7,373 | $2,794+163.8% | $4,168+76.9% | $4,346+69.7% |
| Admin fee / account holder | $277 | $2,633-89.5% | $7,715-96.4% | $1,942-85.7% |