Filed January 2, 1996
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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,651 |
SAGEPOINT FINANCIAL INC1+ years Service code 49 · EIN 20-1741754 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $20,290 | $88,324-77.0% | $115,037-82.4% | $55,191-63.2% |
| Participation rate | 59.1% | 72.5%-13.5pp | 81.4%-22.3pp | 69.2%-10.1pp |
| Annual return | 3.02% | 6.30%-3.3pp | 26.14%-23.1pp | 10.78%-7.8pp |
| Employer contribution / active EE | $907 | $2,805-67.7% | $4,608-80.3% | $1,899-52.2% |
| Participant deferral / active EE | $1,546 | $5,042-69.3% | $6,026-74.3% | $3,046-49.3% |
| Admin fee / account holder | $30 | $105-71.3% | $8,175-99.6% | $91-66.7% |