Filed August 30, 2021 (most recent of 2 filings on file)
Total covered: 5 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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $108,882 |
SAGEVIEW ADVISORY GROUP, LLC1+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $56,279 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $62,540 | $35,600+75.7% | $87,507-28.5% | $63,975-2.2% |
| Participation rate | 43.5% | 56.1%-12.6pp | 73.8%-30.3pp | 71.1%-27.6pp |
| Annual return | 11.51% | 17.86%-6.4pp | 12.21%-0.7pp | 48.65%-37.1pp |
| Employer contribution / active EE | $910 | $854+6.5% | $2,550-64.3% | $2,182-58.3% |
| Participant deferral / active EE | $2,033 | $1,660+22.5% | $3,149-35.4% | $3,356-39.4% |
| Admin fee / account holder | $168 | $51+231.7% | $4,221-96.0% | $70+139.0% |