See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $109,376 |
SAGEVIEW ADVISORY GROUP, LLC2 years Filed as: SAGEVIEW ADVISORY CONSULTING GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $24,000 |
PENSION ASSURANCE LLP3 years Filed as: PENSION BENEFITS UNLIMITED INC Service code 49 · EIN 33-0499726 | Other Services | $17,246 |
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 | $49,641 | $88,515-43.9% | $162,163-69.4% | $67,579-26.5% |
| Participation rate | 85.0% | 86.8%-1.8pp | 87.6%-2.6pp | 71.3%+13.7pp |
| Annual return | 25.37% | 27.04%-1.7pp | 115.59%-90.2pp | 378.56%-353.2pp |
| Employer contribution / active EE | $5,902 | $3,563+65.6% | $5,614+5.1% | $2,148+174.8% |
| Participant deferral / active EE | $10,930 | $5,724+91.0% | $7,298+49.8% | $3,539+208.8% |
| Admin fee / account holder | $182 | $124+47.2% | $10,843-98.3% | $142+27.9% |