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 |
|---|---|---|
Filed as: CAPFINANIAL PARTNERS, LL Service code 27 · EIN 26-0058143 | Advisory (Plan) | $54,221 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $39,611 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $29,330 | $46,292-36.6% | $143,757-79.6% | $64,808-54.7% |
| Participation rate | 87.6% | 64.2%+23.4pp | 80.3%+7.3pp | 71.5%+16.2pp |
| Annual return | -13.75% | -10.05%-3.7pp | -0.04%-13.7pp | 32.82%-46.6pp |
| Employer contribution / active EE | $865 | $1,910-54.7% | $4,951-82.5% | $2,506-65.5% |
| Participant deferral / active EE | $2,358 | $2,646-10.9% | $5,637-58.2% | $4,310-45.3% |
| Admin fee / account holder | $307 | $154+99.4% | $14,673-97.9% | $188+63.3% |