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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $71,906 |
Filed as: CAPFINANCIAL PARTNERS,L Service code 27 · EIN 26-0058143 | Advisory (Plan) | $33,437 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,743 | $60,488+179.0% | $109,895+53.5% | $79,386+112.6% |
| Participation rate | 97.5% | 67.0%+30.5pp | 74.2%+23.3pp | 70.7%+26.8pp |
| Annual return | 11.98% | 189.57%-177.6pp | 29.45%-17.5pp | 116.85%-104.9pp |
| Employer contribution / active EE | $3,800 | $1,649+130.5% | $2,842+33.7% | $2,427+56.5% |
| Participant deferral / active EE | $9,186 | $3,220+185.2% | $4,048+126.9% | $4,046+127.1% |
| Admin fee / account holder | $473 | $605-21.7% | $6,066-92.2% | $626-24.4% |