Filed February 4, 2004 (most recent of 2 filings on file)
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 | $1,048,535 |
CAPFINANCIAL PARTNERS LLC8 years Filed as: CAPFINANCIAL PARTNERS, LCC. Service code 26 · EIN 26-0058143 | Advisory (Participants) | $165,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,364 | $77,577-41.5% | $101,794-55.4% | $140,769-67.8% |
| Participation rate | 82.6% | 56.8%+25.8pp | 69.2%+13.4pp | 74.2%+8.4pp |
| Annual return | 14.24% | 14.47%-0.2pp | 30.53%-16.3pp | 16.82%-2.6pp |
| Employer contribution / active EE | $1,482 | $1,318+12.5% | $2,289-35.2% | $3,906-62.0% |
| Participant deferral / active EE | $2,788 | $2,205+26.4% | $4,084-31.7% | $6,717-58.5% |
| Admin fee / account holder | $60 | $84-29.0% | $8,777-99.3% | $229-73.9% |