Filed November 4, 2011 (most recent of 5 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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $64,513 |
CAPFINANCIAL PARTNERS LLC5 years Filed as: CAPFINANCIAL PARTNERS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $59,801 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,568 | $129,095-39.9% | $184,200-57.9% | $77,671-0.1% |
| Participation rate | 99.1% | 87.3%+11.8pp | 86.8%+12.3pp | 70.6%+28.5pp |
| Annual return | 15.26% | 33.29%-18.0pp | 28.80%-13.5pp | 31.21%-15.9pp |
| Employer contribution / active EE | $5,056 | $4,410+14.6% | $6,424-21.3% | $2,726+85.4% |
| Participant deferral / active EE | $4,961 | $7,300-32.0% | $9,132-45.7% | $4,648+6.7% |
| Admin fee / account holder | $236 | $256-7.8% | $13,907-98.3% | $430-45.2% |