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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $729,580 |
CAPFINANCIAL PARTNERS LLC6 years Filed as: CAPFINANCIAL PARTNERS, LCC. Service code 26 · EIN 26-0058143 | Advisory (Participants) | $138,524 |
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 | $35,360 | $53,531-33.9% | $86,188-59.0% | $96,393-63.3% |
| Participation rate | 79.5% | 53.4%+26.0pp | 69.0%+10.5pp | 71.3%+8.2pp |
| Annual return | 15.47% | 20.51%-5.0pp | 1168.45%-1153.0pp | 22.88%-7.4pp |
| Employer contribution / active EE | $1,349 | $1,158+16.5% | $2,380-43.3% | $3,238-58.3% |
| Participant deferral / active EE | $2,561 | $1,965+30.3% | $3,985-35.7% | $5,455-53.1% |
| Admin fee / account holder | $51 | $55-8.7% | $6,852-99.3% | $74-31.5% |