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 INC2 years Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $47,415 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,545 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $287,382 | $103,685+177.2% | $105,387+172.7% | $65,185+340.9% |
| Participation rate | 99.0% | 83.2%+15.8pp | 82.6%+16.4pp | 70.2%+28.8pp |
| Annual return | 22.63% | 23.88%-1.2pp | 26.82%-4.2pp | 29.38%-6.8pp |
| Employer contribution / active EE | $5,671 | $3,842+47.6% | $4,213+34.6% | $2,177+160.5% |
| Participant deferral / active EE | $9,439 | $5,634+67.5% | $5,502+71.6% | $3,514+168.6% |
| Admin fee / account holder | $213 | $399-46.6% | $6,559-96.8% | $847-74.9% |