Filed August 1, 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 6-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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $47,765 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $20,078 |
TRUTINA FINANCIAL4 years Service code 27 · EIN 47-0995939 | Advisory (Plan) | $18,361 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,888 | $122,239-29.7% | $184,203-53.4% | $74,495+15.3% |
| Participation rate | 96.5% | 85.5%+11.1pp | 86.8%+9.7pp | 67.2%+29.3pp |
| Annual return | 13.31% | 19.95%-6.6pp | 28.81%-15.5pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $4,092 | $4,537-9.8% | $6,427-36.3% | $2,623+56.0% |
| Participant deferral / active EE | $7,741 | $7,139+8.4% | $9,131-15.2% | $4,346+78.1% |
| Admin fee / account holder | $327 | $1,260-74.1% | $13,901-97.7% | $1,942-83.2% |