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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $56,247 |
CAPFINANCIAL PARTNERS LLC3+ years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $12,500 |
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 | $13,400 | $35,955-62.7% | $78,210-82.9% | $69,631-80.8% |
| Participation rate | 91.7% | 67.2%+24.5pp | 68.7%+23.0pp | 70.7%+21.0pp |
| Annual return | 17.06% | 16.42%+0.6pp | 40.90%-23.8pp | 27571.02%-27554.0pp |
| Employer contribution / active EE | $542 | $1,244-56.4% | $2,034-73.3% | $2,032-73.3% |
| Participant deferral / active EE | $1,313 | $2,107-37.7% | $2,823-53.5% | $3,224-59.3% |
| Admin fee / account holder | $122 | $86+42.0% | $3,758-96.8% | $110+10.5% |