Filed September 17, 1992 (most recent of 2 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 |
|---|---|---|
NFP RETIREMENT INC1+ years Filed as: NFP ADVISOR SERVICES LLC Service code 27 · EIN 74-2794194 | Advisory (Plan) | $52,231 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $13,083 |
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 | $50,225 | $33,745+48.8% | $64,105-21.7% | $55,191-9.0% |
| Participation rate | 98.4% | 59.4%+39.0pp | 68.2%+30.2pp | 69.2%+29.2pp |
| Annual return | 5.70% | 4.95%+0.8pp | 791.24%-785.5pp | 10.78%-5.1pp |
| Employer contribution / active EE | $2,340 | $641+265.2% | $1,820+28.6% | $1,899+23.3% |
| Participant deferral / active EE | $3,459 | $1,929+79.3% | $2,822+22.6% | $3,046+13.5% |
| Admin fee / account holder | $20 | $94-78.9% | $4,499-99.6% | $91-78.0% |