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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $914,991 |
CAPFINANCIAL PARTNERS LLC5 years Filed as: CAPFINANCIAL PARTNERS, LCC. Service code 26 · EIN 26-0058143 | Advisory (Participants) | $197,556 |
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 | $30,965 | $47,540-34.9% | $79,550-61.1% | $89,394-65.4% |
| Participation rate | 74.4% | 54.9%+19.5pp | 69.5%+5.0pp | 71.3%+3.2pp |
| Annual return | -16.49% | -8.05%-8.4pp | 0.16%-16.7pp | -11.89%-4.6pp |
| Employer contribution / active EE | $1,245 | $1,122+11.0% | $2,413-48.4% | $3,022-58.8% |
| Participant deferral / active EE | $2,329 | $1,961+18.8% | $3,985-41.6% | $5,123-54.5% |
| Admin fee / account holder | $66 | $59+12.6% | $6,832-99.0% | $79-17.0% |