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 INC3+ years Filed as: SAGEPOINT FINANCIAL Service code 27 · EIN 20-1741754 | Advisory (Plan) | $65,797 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $13,606 |
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 | $106,826 | $81,537+31.0% | $149,718-28.6% | $69,631+53.4% |
| Participation rate | 95.5% | 86.1%+9.4pp | 87.1%+8.5pp | 70.7%+24.9pp |
| Annual return | 17.88% | 22.79%-4.9pp | 1501.63%-1483.8pp | 27571.02%-27553.1pp |
| Employer contribution / active EE | $2,541 | $3,239-21.5% | $5,445-53.3% | $2,032+25.1% |
| Participant deferral / active EE | $6,070 | $4,994+21.6% | $6,569-7.6% | $3,224+88.3% |
| Admin fee / account holder | $19 | $107-82.3% | $11,283-99.8% | $110-82.8% |