Filed April 30, 2003
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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $75,710 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $25,577 |
KING MCNAMARA MORIARTY3 years Service code 10 · EIN 04-0426868 | Accounting | $6,000 |
KING MCNAMARA MORIARTY1 year Filed as: KING MCNAMARA MORLARTY Service code 10 · EIN 04-2686846 | Accounting | $5,100 |
See 1 actuary disclosure. $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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $317,036-100.0% | $445,290-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 13.0%-13.0pp | 31.8%-31.8pp | 13.0%-13.0pp |
| Annual return | 18.91% | 13.59%+5.3pp | 11.97%+6.9pp | 13.59%+5.3pp |
| Employer contribution / active EE | $12,195 | $14,592-16.4% | $37,298-67.3% | $14,592-16.4% |
| Participant deferral / active EE | $0 | $67-100.0% | $23-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $29,657-100.0% | $1,503-100.0% | $29,657-100.0% |