Filed October 3, 2008 (most recent of 3 filings on file)
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 |
|---|---|---|
SAGEPOINT FINANCIAL INC2+ years Filed as: SAGEPOINT FINANCIAL Service code 27 · EIN 20-1741754 | Advisory (Plan) | $57,756 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $15,121 |
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 | $91,702 | $71,802+27.7% | $133,980-31.6% | $57,658+59.0% |
| Participation rate | 96.3% | 85.5%+10.9pp | 87.1%+9.3pp | 70.2%+26.1pp |
| Annual return | 8.32% | 13.51%-5.2pp | 29.30%-21.0pp | 5.13%+3.2pp |
| Employer contribution / active EE | $2,408 | $3,161-23.8% | $5,211-53.8% | $1,974+22.0% |
| Participant deferral / active EE | $5,566 | $4,606+20.8% | $6,282-11.4% | $3,061+81.9% |
| Admin fee / account holder | $22 | $88-74.9% | $9,324-99.8% | $95-76.7% |