Filed August 1, 1998
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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $387,921 |
SAGEVIEW ADVISORY GROUP, LLC4+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $53,750 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $49,333 | $77,559-36.4% | $68,793-28.3% | $75,289-34.5% |
| Participation rate | 72.9% | 78.3%-5.4pp | 72.2%+0.7pp | 72.4%+0.5pp |
| Annual return | -3.20% | -1.01%-2.2pp | -4.63%+1.4pp | -0.04%-3.2pp |
| Employer contribution / active EE | $1,823 | $1,993-8.5% | $2,625-30.5% | $2,405-24.2% |
| Participant deferral / active EE | $1,968 | $3,128-37.1% | $3,311-40.6% | $3,739-47.4% |
| Admin fee / account holder | $139 | $90+54.1% | $5,131-97.3% | $102+36.2% |