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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $37,025 |
Filed as: CAPFINANCIAL PARTNERS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $24,094 |
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 | $28,042 | $52,293-46.4% | $178,490-84.3% | $73,409-61.8% |
| Participation rate | 85.4% | 65.3%+20.1pp | 81.9%+3.5pp | 72.2%+13.3pp |
| Annual return | 4.00% | 34.75%-30.7pp | 151.07%-147.1pp | 59.29%-55.3pp |
| Employer contribution / active EE | $793 | $1,735-54.3% | $5,011-84.2% | $2,234-64.5% |
| Participant deferral / active EE | $1,963 | $2,332-15.8% | $5,202-62.3% | $3,805-48.4% |
| Admin fee / account holder | $194 | $127+52.1% | $13,984-98.6% | $158+22.7% |