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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $29,814 |
Filed as: CAP FINANCIAL PARTNERS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $21,995 |
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 | $27,518 | $62,928-56.3% | $172,739-84.1% | $67,579-59.3% |
| Participation rate | 87.5% | 64.5%+23.0pp | 82.6%+4.8pp | 71.3%+16.2pp |
| Annual return | 5.87% | 30.36%-24.5pp | 802.84%-797.0pp | 378.56%-372.7pp |
| Employer contribution / active EE | $656 | $1,636-59.9% | $5,143-87.2% | $2,148-69.5% |
| Participant deferral / active EE | $1,836 | $2,145-14.4% | $5,198-64.7% | $3,539-48.1% |
| Admin fee / account holder | $172 | $167+3.5% | $13,954-98.8% | $142+21.2% |