Filed June 15, 2008
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 LLC1+ years Filed as: CAPTRUST ADVISORS LLC Service code 27 · EIN 48-1305000 | Advisory (Plan) | $21,541 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,820 |
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 | $29,373 | $36,916-20.4% | $156,549-81.2% | $57,658-49.1% |
| Participation rate | 81.0% | 63.4%+17.6pp | 84.0%-3.0pp | 70.2%+10.8pp |
| Annual return | -0.21% | 12.38%-12.6pp | 32.23%-32.4pp | 5.13%-5.3pp |
| Employer contribution / active EE | $641 | $1,571-59.2% | $5,501-88.3% | $1,974-67.5% |
| Participant deferral / active EE | $1,804 | $1,926-6.3% | $4,871-63.0% | $3,061-41.1% |
| Admin fee / account holder | $98 | $82+19.2% | $13,027-99.2% | $95+4.0% |