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 Service code 27 · EIN 33-0905143 | Advisory (Plan) | $37,773 |
NFP RETIREMENT INC5 years Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-3090514 | Advisory (Plan) | $14,173 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,910 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $273,055 | $99,016+175.8% | $93,789+191.1% | $66,914+308.1% |
| Participation rate | 98.9% | 82.1%+16.8pp | 81.0%+17.9pp | 69.8%+29.1pp |
| Annual return | -15.51% | -14.59%-0.9pp | -11.33%-4.2pp | 1.58%-17.1pp |
| Employer contribution / active EE | $7,585 | $4,769+59.0% | $4,323+75.5% | $2,544+198.1% |
| Participant deferral / active EE | $11,527 | $6,689+72.3% | $6,094+89.1% | $4,237+172.1% |
| Admin fee / account holder | $240 | $477-49.8% | $7,195-96.7% | $593-59.6% |