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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $215,152 |
Filed as: CAPFINANCIAL PARTNERS, LCC. Service code 26 · EIN 26-0058143 | Advisory (Participants) | $55,054 |
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 | $27,169 | $38,510-29.4% | $74,550-63.6% | $73,367-63.0% |
| Participation rate | 96.3% | 53.5%+42.8pp | 69.1%+27.1pp | 69.5%+26.8pp |
| Annual return | 9.98% | -0.94%+10.9pp | 32.53%-22.6pp | 173.45%-163.5pp |
| Employer contribution / active EE | $1,177 | $774+52.1% | $1,961-40.0% | $2,499-52.9% |
| Participant deferral / active EE | $2,046 | $1,421+44.0% | $3,108-34.2% | $4,033-49.3% |
| Admin fee / account holder | $16 | $52-69.6% | $5,060-99.7% | $68-76.9% |