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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $52,362 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $41,251 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $100,961 | $132,049-23.5% | $200,582-49.7% | $74,304+35.9% |
| Participation rate | 96.6% | 84.1%+12.5pp | 86.9%+9.7pp | 60.3%+36.2pp |
| Annual return | 12.84% | 22.22%-9.4pp | 42.33%-29.5pp | 29.43%-16.6pp |
| Employer contribution / active EE | $3,589 | $4,558-21.3% | $6,419-44.1% | $2,241+60.1% |
| Participant deferral / active EE | $7,569 | $7,213+4.9% | $9,331-18.9% | $3,767+100.9% |
| Admin fee / account holder | $371 | $2,405-84.6% | $16,305-97.7% | $2,969-87.5% |