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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.
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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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $43,161 |
SAGEVIEW ADVISORY GROUP, LLC5 years Filed as: SAGEVIEW ADVISORY CONSULTING GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $24,000 |
PENSION ASSURANCE LLP6 years Filed as: PENSION BENEFITS UNLIMITED INC Service code 49 · EIN 33-0499726 | Other Services | $12,581 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $45,024 | $110,094-59.1% | $151,611-70.3% | $68,494-34.3% |
| Participation rate | 44.0% | 84.0%-40.0pp | 87.5%-43.5pp | 67.9%-23.9pp |
| Annual return | -59.53% | -10.12%-49.4pp | 3.33%-62.9pp | -7.84%-51.7pp |
| Employer contribution / active EE | $2,024 | $4,471-54.7% | $6,166-67.2% | $2,596-22.1% |
| Participant deferral / active EE | $4,424 | $6,527-32.2% | $8,363-47.1% | $4,027+9.9% |
| Admin fee / account holder | $144 | $7,719-98.1% | $11,616-98.8% | $5,403-97.3% |