Filed December 13, 2002
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 | $132,964 |
Filed as: CAPFINANCIAL PARTNERS,LL Service code 27 · EIN 26-0058143 | Advisory (Plan) | $57,774 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,875 | $95,918-13.6% | $151,611-45.3% | $77,904+6.4% |
| Participation rate | 97.6% | 88.7%+8.8pp | 87.5%+10.1pp | 73.7%+23.9pp |
| Annual return | -14.47% | -5.50%-9.0pp | 3.33%-17.8pp | 12.21%-26.7pp |
| Employer contribution / active EE | $4,702 | $4,330+8.6% | $6,166-23.7% | $2,848+65.1% |
| Participant deferral / active EE | $4,957 | $7,508-34.0% | $8,363-40.7% | $4,806+3.1% |
| Admin fee / account holder | $141 | $93+51.7% | $11,616-98.8% | $133+6.8% |