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 INC4 years Filed as: NFP RETIREMENT Service code 27 · EIN 33-0905143 | Advisory (Plan) | $55,731 |
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,819 |
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 | $362,142 | $142,424+154.3% | $100,534+260.2% | $74,304+387.4% |
| Participation rate | 99.5% | 79.6%+19.9pp | 80.6%+18.9pp | 60.3%+39.2pp |
| Annual return | 16.32% | 27.53%-11.2pp | 32.66%-16.3pp | 29.43%-13.1pp |
| Employer contribution / active EE | $9,589 | $5,555+72.6% | $4,346+120.6% | $2,241+327.9% |
| Participant deferral / active EE | $13,401 | $8,247+62.5% | $6,144+118.1% | $3,767+255.7% |
| Admin fee / account holder | $246 | $1,986-87.6% | $7,654-96.8% | $2,969-91.7% |