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) | $48,378 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,259 |
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 | $292,107 | $101,955+186.5% | $112,887+158.8% | $71,457+308.8% |
| Participation rate | 97.9% | 82.1%+15.8pp | 80.5%+17.4pp | 67.9%+30.0pp |
| Annual return | 16.46% | 28.92%-12.5pp | 34.10%-17.6pp | 28.85%-12.4pp |
| Employer contribution / active EE | $7,844 | $4,743+65.4% | $4,563+71.9% | $2,588+203.1% |
| Participant deferral / active EE | $11,593 | $6,771+71.2% | $6,513+78.0% | $4,289+170.3% |
| Admin fee / account holder | $232 | $1,395-83.4% | $7,047-96.7% | $1,587-85.4% |