Filed May 29, 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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $52,357 |
CAPFINANCIAL PARTNERS LLC2+ years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $33,140 |
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 | $13,205 | $32,085-58.8% | $40,145,923-100.0% | $57,658-77.1% |
| Participation rate | 78.1% | 66.0%+12.2pp | 68.4%+9.7pp | 70.2%+7.9pp |
| Annual return | 5.96% | 9.60%-3.6pp | 5.24%+0.7pp | 5.13%+0.8pp |
| Employer contribution / active EE | $533 | $1,179-54.8% | $1,844-71.1% | $1,974-73.0% |
| Participant deferral / active EE | $1,257 | $1,957-35.8% | $2,591-51.5% | $3,061-58.9% |
| Admin fee / account holder | $134 | $75+78.3% | $2,903-95.4% | $95+41.7% |