Filed January 25, 2001
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 9-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 year Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $44,206 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,700 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $267,854 | $92,897+188.3% | $90,782+195.1% | $56,287+375.9% |
| Participation rate | 99.5% | 80.7%+18.8pp | 82.7%+16.8pp | 69.9%+29.6pp |
| Annual return | -4.66% | -2.59%-2.1pp | -3.42%-1.2pp | -9.96%+5.3pp |
| Employer contribution / active EE | $5,658 | $3,871+46.1% | $4,105+37.8% | $2,111+168.0% |
| Participant deferral / active EE | $9,671 | $5,551+74.2% | $5,366+80.2% | $3,350+188.7% |
| Admin fee / account holder | $214 | $440-51.5% | $5,908-96.4% | $521-59.0% |