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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $94,600 |
SAGEVIEW ADVISORY GROUP, LLC9+ years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 49 · EIN 33-0818667 | Other Services | $25,280 |
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 | $75,092 | $130,194-42.3% | $169,993-55.8% | $71,457+5.1% |
| Participation rate | 99.5% | 86.1%+13.3pp | 87.0%+12.5pp | 67.9%+31.5pp |
| Annual return | 17.76% | 20.37%-2.6pp | 53.37%-35.6pp | 28.85%-11.1pp |
| Employer contribution / active EE | $6,980 | $4,381+59.3% | $6,785+2.9% | $2,588+169.7% |
| Participant deferral / active EE | $5,981 | $6,923-13.6% | $10,408-42.5% | $4,289+39.5% |
| Admin fee / account holder | $380 | $966-60.7% | $12,815-97.0% | $1,587-76.1% |