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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $90,230 |
SAGEVIEW ADVISORY GROUP, LLC8+ years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 49 · EIN 33-0818667 | Other Services | $22,366 |
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 | $61,569 | $102,553-40.0% | $151,611-59.4% | $66,914-8.0% |
| Participation rate | 81.5% | 85.5%-4.0pp | 87.5%-6.0pp | 69.8%+11.7pp |
| Annual return | -14.13% | -10.82%-3.3pp | 3.33%-17.5pp | 1.58%-15.7pp |
| Employer contribution / active EE | $2,680 | $4,180-35.9% | $6,166-56.5% | $2,544+5.3% |
| Participant deferral / active EE | $4,973 | $6,641-25.1% | $8,363-40.5% | $4,237+17.4% |
| Admin fee / account holder | $370 | $630-41.2% | $11,616-96.8% | $593-37.6% |