Filed July 15, 2024
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 9-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 | $196,678 |
SAGEVIEW ADVISORY GROUP, LLC7 years Filed as: SAGEVIEW ADVISORY CONSULTING GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $48,334 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,847 | $52,208+93.2% | $86,612+16.4% | $74,419+35.5% |
| Participation rate | 98.8% | 66.3%+32.5pp | 71.7%+27.1pp | 70.7%+28.1pp |
| Annual return | 18.52% | 44.46%-25.9pp | 591.07%-572.5pp | 34.38%-15.9pp |
| Employer contribution / active EE | $5,065 | $2,282+121.9% | $3,022+67.6% | $2,637+92.0% |
| Participant deferral / active EE | $8,520 | $3,383+151.8% | $4,438+92.0% | $4,528+88.2% |
| Admin fee / account holder | $237 | $319-25.5% | $5,614-95.8% | $348-31.8% |