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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $141,602 |
CAPFINANCIAL PARTNERS LLC3+ years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $87,567 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $107,865 | $80,005+34.8% | $140,016-23.0% | $55,725+93.6% |
| Participation rate | 100.0% | 87.0%+13.0pp | 87.5%+12.5pp | 70.9%+29.1pp |
| Annual return | -4.96% | 0.46%-5.4pp | 651.12%-656.1pp | 244.93%-249.9pp |
| Employer contribution / active EE | $5,605 | $3,403+64.7% | $5,6060% | $2,078+169.7% |
| Participant deferral / active EE | $6,693 | $5,264+27.1% | $6,927-3.4% | $3,356+99.5% |
| Admin fee / account holder | $363 | $116+213.6% | $10,705-96.6% | $115+214.9% |