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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $188,230 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS, LCC. Service code 26 · EIN 26-0058143 | Advisory (Participants) | $78,266 |
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 | $33,640 | $48,464-30.6% | $90,951-63.0% | $106,222-68.3% |
| Participation rate | 89.0% | 53.1%+35.9pp | 69.0%+20.0pp | 70.8%+18.2pp |
| Annual return | 11.36% | 16.72%-5.4pp | 134.60%-123.2pp | 21.69%-10.3pp |
| Employer contribution / active EE | $1,305 | $939+38.9% | $2,122-38.5% | $2,723-52.1% |
| Participant deferral / active EE | $2,355 | $1,510+56.0% | $3,373-30.2% | $4,600-48.8% |
| Admin fee / account holder | $16 | $58-72.4% | $5,959-99.7% | $78-79.6% |