Filed December 23, 2012 (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 9-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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $31,158 |
CAPFINANCIAL PARTNERS LLC2+ years Filed as: CAPFINANCIAL SECURITIES LLC Service code 49 · EIN 46-4350797 | Other Services | $26,840 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,678 | $81,537+38.2% | $149,718-24.7% | $69,631+61.8% |
| Participation rate | 99.7% | 86.1%+13.5pp | 87.1%+12.6pp | 70.7%+29.0pp |
| Annual return | 8.20% | 22.79%-14.6pp | 1501.63%-1493.4pp | 27571.02%-27562.8pp |
| Employer contribution / active EE | $5,656 | $3,239+74.6% | $5,445+3.9% | $2,032+178.3% |
| Participant deferral / active EE | $6,192 | $4,994+24.0% | $6,569-5.7% | $3,224+92.1% |
| Admin fee / account holder | $92 | $107-13.5% | $11,283-99.2% | $110-16.3% |