Filed September 17, 1992
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 | $15,194 |
SAGEPOINT FINANCIAL INC3+ years Service code 49 · EIN 20-1741754 | Other Services | $10,031 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $46,195 | $54,541-15.3% | $78,778-41.4% | $70,131-34.1% |
| Participation rate | 95.1% | 60.8%+34.3pp | 69.2%+25.9pp | 69.5%+25.5pp |
| Annual return | 13.04% | 21.07%-8.0pp | 35.62%-22.6pp | 73.14%-60.1pp |
| Employer contribution / active EE | $84 | $1,089-92.2% | $1,986-95.8% | $2,342-96.4% |
| Participant deferral / active EE | $2,111 | $2,210-4.5% | $2,958-28.6% | $3,332-36.6% |
| Admin fee / account holder | $143 | $3,709-96.1% | $5,134-97.2% | $4,645-96.9% |