Filed November 10, 2006 (most recent of 3 filings on file)
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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $197,236 |
CAPFINANCIAL PARTNERS LLC10+ years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $99,420 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,443 | $82,917+33.2% | $103,333+6.9% | $77,643+42.2% |
| Participation rate | 75.1% | 71.6%+3.6pp | 74.5%+0.6pp | 70.6%+4.6pp |
| Annual return | 14.91% | 19.13%-4.2pp | 24.88%-10.0pp | 31.24%-16.3pp |
| Employer contribution / active EE | $2,303 | $3,552-35.2% | $3,868-40.5% | $2,726-15.5% |
| Participant deferral / active EE | $6,997 | $4,108+70.3% | $5,057+38.3% | $4,647+50.6% |
| Admin fee / account holder | $209 | $638-67.3% | $8,355-97.5% | $430-51.5% |