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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,745 |
SAGEPOINT FINANCIAL INC3+ 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 | $28,498 | $155,795-81.7% | $136,294-79.1% | $69,631-59.1% |
| Participation rate | 55.7% | 75.2%-19.5pp | 81.9%-26.2pp | 70.7%-15.0pp |
| Annual return | 16.56% | 232464.33%-232447.8pp | 5155.94%-5139.4pp | 27571.02%-27554.5pp |
| Employer contribution / active EE | $932 | $2,991-68.8% | $4,695-80.2% | $2,032-54.1% |
| Participant deferral / active EE | $1,533 | $5,394-71.6% | $6,247-75.5% | $3,224-52.5% |
| Admin fee / account holder | $29 | $128-77.4% | $9,243-99.7% | $110-73.8% |