Filed November 28, 2012
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 |
|---|---|---|
Filed as: CAPITAL WEALTH MANAGEMEN Service code 27 · EIN 65-1226333 | Advisory (Plan) | $46,584 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $44,737 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,136 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $51,477 | $155,795-67.0% | $136,294-62.2% | $69,631-26.1% |
| Participation rate | 87.2% | 75.2%+11.9pp | 81.9%+5.2pp | 70.7%+16.5pp |
| Annual return | 29.49% | 232464.33%-232434.8pp | 5155.94%-5126.5pp | 27571.02%-27541.5pp |
| Employer contribution / active EE | $2,836 | $2,991-5.2% | $4,695-39.6% | $2,032+39.5% |
| Participant deferral / active EE | $9,477 | $5,394+75.7% | $6,247+51.7% | $3,224+194.0% |
| Admin fee / account holder | $251 | $128+95.4% | $9,243-97.3% | $110+126.9% |