Filed April 14, 2023 (most recent of 2 filings on file)
Total covered: 4 employees
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 |
|---|---|---|
Filed as: PRINCIPAL LIFE INS COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $36,295 |
SAGEVIEW ADVISORY GROUP, LLC4 years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $17,422 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,082 | $67,984-35.2% | $65,493-32.7% | $74,304-40.7% |
| Participation rate | 86.6% | 66.3%+20.3pp | 73.1%+13.5pp | 60.3%+26.2pp |
| Annual return | 13.01% | 19.87%-6.9pp | 982.45%-969.4pp | 29.43%-16.4pp |
| Employer contribution / active EE | $1,775 | $2,491-28.8% | $2,574-31.1% | $2,241-20.8% |
| Participant deferral / active EE | $3,604 | $3,346+7.7% | $3,961-9.0% | $3,767-4.3% |
| Admin fee / account holder | $159 | $1,373-88.4% | $5,028-96.8% | $2,969-94.6% |