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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $49,279 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPTRUST Service code 27 · EIN 26-0058143 | Advisory (Plan) | $29,212 |
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 | $175,101 | $58,926+197.2% | $97,226+80.1% | $74,495+135.1% |
| Participation rate | 99.4% | 63.5%+35.9pp | 72.7%+26.7pp | 67.2%+32.2pp |
| Annual return | 10.90% | 16.04%-5.1pp | 75.13%-64.2pp | 1364.94%-1354.0pp |
| Employer contribution / active EE | $4,328 | $1,894+128.5% | $2,729+58.6% | $2,623+65.0% |
| Participant deferral / active EE | $10,180 | $3,664+177.8% | $4,264+138.8% | $4,346+134.3% |
| Admin fee / account holder | $348 | $1,974-82.4% | $5,654-93.8% | $1,942-82.1% |