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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $923,146 |
CAPFINANCIAL PARTNERS LLC7 years Filed as: CAPFINANCIAL PARTNERS, LCC. Service code 26 · EIN 26-0058143 | Advisory (Participants) | $165,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,974 | $57,150-24.8% | $93,606-54.1% | $106,382-59.6% |
| Participation rate | 77.9% | 49.1%+28.8pp | 68.7%+9.2pp | 69.9%+8.0pp |
| Annual return | 27.93% | 15.81%+12.1pp | 133.20%-105.3pp | 17.37%+10.6pp |
| Employer contribution / active EE | $1,360 | $1,015+34.0% | $2,420-43.8% | $3,364-59.6% |
| Participant deferral / active EE | $2,571 | $1,853+38.8% | $4,411-41.7% | $5,569-53.8% |
| Admin fee / account holder | $56 | $64-12.5% | $8,285-99.3% | $79-28.9% |