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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,421 |
SAGEPOINT FINANCIAL INC2+ 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.
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 | $23,571 | $80,177-70.6% | $123,892-81.0% | $57,658-59.1% |
| Participation rate | 57.4% | 74.4%-17.0pp | 81.4%-24.0pp | 70.2%-12.8pp |
| Annual return | 7.36% | 17.90%-10.5pp | 47.52%-40.2pp | 5.13%+2.2pp |
| Employer contribution / active EE | $1,008 | $2,913-65.4% | $4,617-78.2% | $1,974-48.9% |
| Participant deferral / active EE | $1,663 | $5,130-67.6% | $5,984-72.2% | $3,061-45.7% |
| Admin fee / account holder | $34 | $106-67.8% | $8,357-99.6% | $95-63.8% |