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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $38,699 |
NFP RETIREMENT INC3 years Filed as: NFP ADVISOR SERVICES LLC Service code 27 · EIN 74-2794194 | Advisory (Plan) | $12,074 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $23,813 | $40,522-41.2% | $84,611-71.9% | $67,579-64.8% |
| Participation rate | 23.0% | 51.1%-28.1pp | 68.2%-45.2pp | 71.3%-48.3pp |
| Annual return | 22.33% | 32.72%-10.4pp | 258.74%-236.4pp | 378.56%-356.2pp |
| Employer contribution / active EE | $176 | $1,146-84.6% | $2,652-93.3% | $2,148-91.8% |
| Participant deferral / active EE | $1,465 | $2,132-31.3% | $3,899-62.4% | $3,539-58.6% |
| Admin fee / account holder | $195 | $145+34.5% | $4,912-96.0% | $142+37.4% |