Filed February 24, 2011
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) | $23,447 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,705 |
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 | $84,088 | $57,096+47.3% | $94,224-10.8% | $55,191+52.4% |
| Participation rate | 75.8% | 75.7%+0.1pp | 78.8%-3.0pp | 69.2%+6.6pp |
| Annual return | 0.69% | 159.65%-159.0pp | 10.68%-10.0pp | 10.78%-10.1pp |
| Employer contribution / active EE | $1,618 | $1,708-5.2% | $3,587-54.9% | $1,899-14.8% |
| Participant deferral / active EE | $5,373 | $3,165+69.8% | $4,320+24.4% | $3,046+76.4% |
| Admin fee / account holder | $11 | $89-87.6% | $6,269-99.8% | $91-87.8% |