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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $32,546 |
CAPFINANCIAL PARTNERS LLC5 years Filed as: CAPFINANCIAL PARTNERS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $14,388 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,048 | $55,415-18.7% | $155,509-71.0% | $74,495-39.5% |
| Participation rate | 72.3% | 61.9%+10.4pp | 78.2%-5.8pp | 67.2%+5.1pp |
| Annual return | 13.66% | 268.50%-254.8pp | 64.67%-51.0pp | 1364.94%-1351.3pp |
| Employer contribution / active EE | $1,402 | $2,267-38.2% | $4,672-70.0% | $2,623-46.6% |
| Participant deferral / active EE | $3,025 | $2,836+6.7% | $5,626-46.2% | $4,346-30.4% |
| Admin fee / account holder | $193 | $1,738-88.9% | $15,912-98.8% | $1,942-90.1% |