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 LLC2+ years Filed as: CAPTRUST ADVISORS LLC Service code 27 · EIN 45-0479693 | Advisory (Plan) | $21,996 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,453 |
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 | $32,060 | $46,173-30.6% | $170,442-81.2% | $69,631-54.0% |
| Participation rate | 83.5% | 63.9%+19.6pp | 83.6%-0.1pp | 70.7%+12.8pp |
| Annual return | 10.55% | 21.62%-11.1pp | 205.93%-195.4pp | 27571.02%-27560.5pp |
| Employer contribution / active EE | $775 | $1,610-51.9% | $5,433-85.7% | $2,032-61.9% |
| Participant deferral / active EE | $2,115 | $2,080+1.7% | $4,939-57.2% | $3,224-34.4% |
| Admin fee / account holder | $105 | $116-9.3% | $13,880-99.2% | $110-4.8% |