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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $35,721 |
SAGEVIEW ADVISORY GROUP, LLC5 years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $8,993 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,014 | $53,053+99.8% | $126,539-16.2% | $74,304+42.7% |
| Participation rate | 95.6% | 48.0%+47.6pp | 69.8%+25.8pp | 60.3%+35.3pp |
| Annual return | 10.31% | 29.46%-19.1pp | 425.95%-415.6pp | 29.43%-19.1pp |
| Employer contribution / active EE | $2,764 | $1,168+136.7% | $3,674-24.8% | $2,241+23.3% |
| Participant deferral / active EE | $7,360 | $2,303+219.6% | $4,083+80.3% | $3,767+95.4% |
| Admin fee / account holder | $306 | $3,698-91.7% | $6,065-94.9% | $2,969-89.7% |