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 Service code 27 · EIN 33-0905143 | Advisory (Plan) | $49,481 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $500 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $344,212 | $118,971+189.3% | $112,977+204.7% | $73,488+368.4% |
| Participation rate | 98.5% | 83.3%+15.1pp | 82.6%+15.9pp | 70.7%+27.8pp |
| Annual return | 15.90% | 17.79%-1.9pp | 24.24%-8.3pp | 28.51%-12.6pp |
| Employer contribution / active EE | $6,305 | $4,091+54.1% | $4,255+48.2% | $2,270+177.7% |
| Participant deferral / active EE | $10,610 | $6,133+73.0% | $5,836+81.8% | $3,740+183.7% |
| Admin fee / account holder | $221 | $573-61.4% | $6,294-96.5% | $513-56.9% |