Filed November 30, 1998
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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $148,900 |
SAGEVIEW ADVISORY GROUP, LLC11+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $49,891 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,480,844 | $110,483+1240.3% | $145,433+918.2% | $79,634+1759.6% |
| Participation rate | 0.5% | 71.1%-70.6pp | 82.1%-81.6pp | 62.5%-62.0pp |
| Annual return | 15.16% | 24.62%-9.5pp | 66.58%-51.4pp | 36.46%-21.3pp |
| Employer contribution / active EE | $5,246 | $4,053+29.4% | $4,554+15.2% | $2,529+107.4% |
| Participant deferral / active EE | $15,340 | $7,216+112.6% | $7,897+94.2% | $3,835+300.0% |
| Admin fee / account holder | $1,972 | $680+190.0% | $13,129-85.0% | $1,002+96.9% |