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 LLC6 years Filed as: CAPFINANCIAL PARTNERS Service code 13 · EIN 26-0058143 | Contract Administrator | $47,374 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $30,852 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,241 | $49,915+4.7% | $154,803-66.3% | $74,304-29.7% |
| Participation rate | 72.4% | 54.0%+18.4pp | 78.1%-5.7pp | 60.3%+12.0pp |
| Annual return | 13.57% | 34.06%-20.5pp | 58.88%-45.3pp | 29.43%-15.9pp |
| Employer contribution / active EE | $1,236 | $1,611-23.3% | $4,305-71.3% | $2,241-44.9% |
| Participant deferral / active EE | $2,981 | $2,255+32.2% | $5,540-46.2% | $3,767-20.9% |
| Admin fee / account holder | $341 | $2,189-84.4% | $14,329-97.6% | $2,969-88.5% |