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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $13,489 |
SAGEPOINT FINANCIAL INC4+ years Service code 49 · EIN 20-1741754 | Other Services | $10,596 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $38,963 | $50,958-23.5% | $74,550-47.7% | $64,186-39.3% |
| Participation rate | 94.1% | 61.1%+33.1pp | 69.1%+25.0pp | 69.6%+24.5pp |
| Annual return | -6.79% | -1.86%-4.9pp | 32.53%-39.3pp | 7.63%-14.4pp |
| Employer contribution / active EE | $111 | $1,115-90.1% | $1,961-94.4% | $2,381-95.4% |
| Participant deferral / active EE | $2,361 | $2,301+2.6% | $3,108-24.0% | $3,470-32.0% |
| Admin fee / account holder | $122 | $4,223-97.1% | $5,060-97.6% | $4,888-97.5% |