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 | $93,528 |
Filed as: CAPFINANCIAL PARTNERS, L Service code 27 · EIN 26-0058143 | Advisory (Plan) | $31,511 |
KING MCNAMARA MORIARITY1 year Service code 49 · EIN 22-3320693 | Other Services | $12,700 |
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 | $133,206 | $50,175+165.5% | $99,443+34.0% | $65,185+104.4% |
| Participation rate | 97.7% | 68.4%+29.3pp | 73.8%+23.9pp | 70.2%+27.5pp |
| Annual return | 21.50% | 25.36%-3.9pp | 30.72%-9.2pp | 29.38%-7.9pp |
| Employer contribution / active EE | $3,383 | $1,496+126.1% | $2,540+33.2% | $2,177+55.4% |
| Participant deferral / active EE | $8,026 | $2,748+192.1% | $3,619+121.8% | $3,514+128.4% |
| Admin fee / account holder | $529 | $398+33.0% | $6,250-91.5% | $847-37.6% |