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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $85,942 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $37,902 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $105,831 | $45,825+130.9% | $90,645+16.8% | $56,287+88.0% |
| Participation rate | 96.9% | 66.7%+30.2pp | 74.0%+22.8pp | 69.9%+27.0pp |
| Annual return | -4.59% | 38.64%-43.2pp | 1.88%-6.5pp | -9.96%+5.4pp |
| Employer contribution / active EE | $3,041 | $1,372+121.6% | $2,532+20.1% | $2,111+44.0% |
| Participant deferral / active EE | $7,002 | $2,562+173.3% | $3,425+104.5% | $3,350+109.0% |
| Admin fee / account holder | $480 | $413+16.4% | $4,994-90.4% | $521-7.8% |