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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $105,424 |
SAGEVIEW ADVISORY GROUP, LLC3+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $40,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $148,186 | $155,795-4.9% | $136,294+8.7% | $69,631+112.8% |
| Participation rate | 93.7% | 75.2%+18.4pp | 81.9%+11.8pp | 70.7%+23.0pp |
| Annual return | 18.05% | 232464.33%-232446.3pp | 5155.94%-5137.9pp | 27571.02%-27553.0pp |
| Employer contribution / active EE | $2,279 | $2,991-23.8% | $4,695-51.5% | $2,032+12.1% |
| Participant deferral / active EE | $10,244 | $5,394+89.9% | $6,247+64.0% | $3,224+217.8% |
| Admin fee / account holder | $189 | $128+47.4% | $9,243-98.0% | $110+71.2% |