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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $44,806 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS, L Service code 27 · EIN 26-0058143 | Advisory (Plan) | $22,052 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,796 | $44,642+204.2% | $91,220+48.9% | $66,914+102.9% |
| Participation rate | 97.1% | 64.9%+32.2pp | 73.2%+23.9pp | 69.8%+27.3pp |
| Annual return | -15.09% | -12.29%-2.8pp | 114.01%-129.1pp | 1.58%-16.7pp |
| Employer contribution / active EE | $3,895 | $1,706+128.3% | $2,850+36.7% | $2,544+53.1% |
| Participant deferral / active EE | $9,228 | $3,349+175.6% | $4,234+118.0% | $4,237+117.8% |
| Admin fee / account holder | $277 | $521-46.8% | $5,420-94.9% | $593-53.2% |