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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $59,512 |
CAPFINANCIAL PARTNERS LLC4+ years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $34,083 |
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 | $14,314 | $31,252-54.2% | $75,826-81.1% | $55,725-74.3% |
| Participation rate | 87.8% | 71.3%+16.5pp | 68.2%+19.6pp | 70.9%+16.9pp |
| Annual return | -7.86% | 2.84%-10.7pp | 1914.15%-1922.0pp | 244.93%-252.8pp |
| Employer contribution / active EE | $591 | $1,260-53.1% | $1,913-69.1% | $2,078-71.6% |
| Participant deferral / active EE | $1,486 | $2,258-34.2% | $2,862-48.1% | $3,356-55.7% |
| Admin fee / account holder | $142 | $91+55.3% | $4,726-97.0% | $115+23.3% |