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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC4+ years Filed as: NFP INSURANCE SERVICES INC Service code 49 · EIN 74-2470431 | Other Services | $29,435 |
Service code 49 · EIN 74-2794194 | Other Services | $12,050 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,918 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $66,778 | $55,790+19.7% | $76,817-13.1% | $67,579-1.2% |
| Participation rate | 85.3% | 71.1%+14.2pp | 72.1%+13.2pp | 71.3%+14.0pp |
| Annual return | 20.92% | 64.45%-43.5pp | 1166.11%-1145.2pp | 378.56%-357.6pp |
| Employer contribution / active EE | $969 | $1,810-46.5% | $2,302-57.9% | $2,148-54.9% |
| Participant deferral / active EE | $2,851 | $2,875-0.8% | $3,336-14.5% | $3,539-19.4% |
| Admin fee / account holder | $17 | $159-89.6% | $6,420-99.7% | $142-88.3% |