Filed August 18, 2005 (most recent of 3 filings on file)
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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $916,582 |
NFP RETIREMENT INC2 years Filed as: NFP RETIREMENT Service code 27 · EIN 33-0905143 | Advisory (Plan) | $49,500 |
FRAZIER & DEETER, LLC6 years Filed as: FRAZIER & DEETER Service code 10 · EIN 58-1433845 | Accounting | $9,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported the discovery of a loss from fraud or dishonesty.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,536 | $99,062-60.1% | $69,647-43.2% | $99,062-60.1% |
| Participation rate | 74.7% | 71.6%+3.1pp | 66.5%+8.2pp | 71.6%+3.1pp |
| Annual return | 13.18% | 17.66%-4.5pp | 100.48%-87.3pp | 17.66%-4.5pp |
| Employer contribution / active EE | $993 | $3,262-69.6% | $1,712-42.0% | $3,262-69.6% |
| Participant deferral / active EE | $2,904 | $5,331-45.5% | $2,886+0.6% | $5,331-45.5% |
| Admin fee / account holder | $113 | $109+4.0% | $4,713-97.6% | $109+4.0% |