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 | $119,446+1139.8% | $150,045+886.9% | $85,563+1630.7% |
| Participation rate | 0.5% | 75.4%-74.9pp | 82.3%-81.8pp | 66.0%-65.5pp |
| Annual return | 15.16% | 23.72%-8.6pp | 62.55%-47.4pp | 31.51%-16.4pp |
| Employer contribution / active EE | $5,246 | $4,078+28.6% | $4,693+11.8% | $2,654+97.7% |
| Participant deferral / active EE | $15,340 | $7,985+92.1% | $7,997+91.8% | $4,375+250.6% |
| Admin fee / account holder | $1,972 | $548+260.2% | $13,435-85.3% | $834+136.5% |