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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $76,874 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $31,212 |
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 | $150,378 | $55,214+172.4% | $104,607+43.8% | $73,488+104.6% |
| Participation rate | 97.0% | 67.8%+29.2pp | 74.1%+23.0pp | 70.7%+26.4pp |
| Annual return | 13.85% | 24.79%-10.9pp | 340.46%-326.6pp | 28.51%-14.7pp |
| Employer contribution / active EE | $3,275 | $1,468+123.1% | $2,681+22.2% | $2,270+44.3% |
| Participant deferral / active EE | $8,118 | $2,925+177.6% | $3,740+117.1% | $3,740+117.1% |
| Admin fee / account holder | $473 | $424+11.6% | $6,473-92.7% | $513-7.8% |