Filed August 6, 2007
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 10-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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $34,011 |
NFP RETIREMENT INC1 year Filed as: NFP ADVISOR SERVICES LLC Service code 27 · EIN 74-2794194 | Advisory (Plan) | $7,566 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,775 | $31,424-30.7% | $81,478-73.3% | $69,631-68.7% |
| Participation rate | 19.6% | 50.8%-31.2pp | 68.0%-48.3pp | 70.7%-51.0pp |
| Annual return | 16.15% | 22.44%-6.3pp | 38.78%-22.6pp | 27571.02%-27554.9pp |
| Employer contribution / active EE | $148 | $1,029-85.6% | $2,568-94.2% | $2,032-92.7% |
| Participant deferral / active EE | $1,075 | $1,838-41.5% | $3,537-69.6% | $3,224-66.6% |
| Admin fee / account holder | $241 | $103+135.1% | $4,561-94.7% | $110+118.4% |