Filed December 10, 2005 (most recent of 3 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 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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC3+ years Filed as: CAPTRUST FINANCIAL ADV Service code 27 · EIN 48-1305000 | Advisory (Plan) | $14,636 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $12,055 |
Filed as: CAP TRUST ADVISORS LLC Service code 27 · EIN 45-0479693 | Advisory (Plan) | $7,426 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,132 |
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 | $117,549 | $54,368+116.2% | $117,039+0.4% | $62,292+88.7% |
| Participation rate | 80.0% | 64.9%+15.1pp | 77.2%+2.8pp | 69.5%+10.5pp |
| Annual return | 15.32% | 21.77%-6.5pp | 18.95%-3.6pp | 28.90%-13.6pp |
| Employer contribution / active EE | $3,467 | $1,692+104.9% | $3,785-8.4% | $2,042+69.8% |
| Participant deferral / active EE | $4,206 | $2,269+85.4% | $3,929+7.0% | $3,169+32.7% |
| Admin fee / account holder | $147 | $493-70.2% | $5,974-97.5% | $479-69.3% |