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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $119,318 |
SAGEVIEW ADVISORY GROUP, LLC10+ years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 49 · EIN 33-0818667 | Other Services | $42,020 |
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 | $85,739 | $122,239-29.9% | $184,203-53.5% | $74,495+15.1% |
| Participation rate | 97.3% | 85.5%+11.8pp | 86.8%+10.5pp | 67.2%+30.1pp |
| Annual return | 15.94% | 19.95%-4.0pp | 28.81%-12.9pp | 1364.94%-1349.0pp |
| Employer contribution / active EE | $6,458 | $4,537+42.3% | $6,427+0.5% | $2,623+146.2% |
| Participant deferral / active EE | $5,983 | $7,139-16.2% | $9,131-34.5% | $4,346+37.7% |
| Admin fee / account holder | $447 | $1,260-64.5% | $13,901-96.8% | $1,942-77.0% |