Filed May 4, 2004
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 | $78,216 |
CAPFINANCIAL PARTNERS LLC8 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $37,584 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,210 | $67,984-1.1% | $65,493+2.6% | $74,304-9.5% |
| Participation rate | 99.6% | 66.3%+33.2pp | 73.1%+26.5pp | 60.3%+39.2pp |
| Annual return | 11.36% | 19.87%-8.5pp | 982.45%-971.1pp | 29.43%-18.1pp |
| Employer contribution / active EE | $4,189 | $2,491+68.1% | $2,574+62.7% | $2,241+86.9% |
| Participant deferral / active EE | $0 | $3,346-100.0% | $3,961-100.0% | $3,767-100.0% |
| Admin fee / account holder | $259 | $1,373-81.1% | $5,028-94.8% | $2,969-91.3% |