Filed September 30, 2020 (most recent of 3 filings on file)
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 INC4+ years Service code 49 · EIN 20-1741754 | Other Services | $11,792 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,640 |
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 | $63,985 | $79,523-19.5% | $140,016-54.3% | $56,287+13.7% |
| Participation rate | 100.0% | 85.7%+14.3pp | 87.5%+12.5pp | 69.9%+30.1pp |
| Annual return | -3.40% | 2.39%-5.8pp | 651.12%-654.5pp | -9.96%+6.6pp |
| Employer contribution / active EE | $2,984 | $3,350-10.9% | $5,606-46.8% | $2,111+41.4% |
| Participant deferral / active EE | $4,726 | $5,129-7.9% | $6,927-31.8% | $3,350+41.1% |
| Admin fee / account holder | $34 | $614-94.5% | $10,705-99.7% | $521-93.5% |