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 INC3 years Filed as: NFP RETIREMENT Service code 27 · EIN 33-0905143 | Advisory (Plan) | $38,930 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $16,112 |
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 | $313,067 | $113,016+177.0% | $103,476+202.5% | $74,495+320.3% |
| Participation rate | 99.0% | 80.8%+18.2pp | 80.5%+18.5pp | 67.2%+31.8pp |
| Annual return | 15.79% | 23.24%-7.5pp | 23.90%-8.1pp | 1364.94%-1349.2pp |
| Employer contribution / active EE | $8,867 | $4,881+81.7% | $4,672+89.8% | $2,623+238.1% |
| Participant deferral / active EE | $12,684 | $7,279+74.2% | $6,623+91.5% | $4,346+191.9% |
| Admin fee / account holder | $228 | $1,709-86.6% | $9,413-97.6% | $1,942-88.2% |