Filed May 21, 2002 (most recent of 2 filings on file)
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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $101,887 |
SAGEVIEW ADVISORY GROUP, LLC7+ years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 49 · EIN 33-0818667 | Other Services | $27,787 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,921 | $121,341-33.3% | $189,513-57.3% | $79,386+1.9% |
| Participation rate | 98.9% | 86.1%+12.8pp | 87.8%+11.1pp | 70.7%+28.2pp |
| Annual return | 17.41% | 21.08%-3.7pp | 555.15%-537.7pp | 116.85%-99.4pp |
| Employer contribution / active EE | $3,044 | $3,915-22.2% | $6,162-50.6% | $2,427+25.4% |
| Participant deferral / active EE | $6,001 | $6,395-6.2% | $8,221-27.0% | $4,046+48.3% |
| Admin fee / account holder | $437 | $651-32.9% | $12,045-96.4% | $626-30.2% |