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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $203,193 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LCC. Service code 26 · EIN 26-0058143 | Advisory (Participants) | $88,750 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $30,141 | $100,179-69.9% | $84,015-64.1% | $89,569-66.3% |
| Participation rate | 92.2% | 54.1%+38.0pp | 69.0%+23.1pp | 69.6%+22.6pp |
| Annual return | 3.39% | 22.50%-19.1pp | 71.31%-67.9pp | 34.56%-31.2pp |
| Employer contribution / active EE | $1,301 | $816+59.4% | $1,983-34.4% | $2,584-49.7% |
| Participant deferral / active EE | $2,315 | $1,459+58.6% | $3,239-28.5% | $4,220-45.2% |
| Admin fee / account holder | $18 | $72-75.3% | $6,101-99.7% | $72-75.2% |