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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $52,144 |
NFP RETIREMENT INC4 years Filed as: NFP ADVISOR SERVICES LLC Service code 27 · EIN 74-2794194 | Advisory (Plan) | $16,295 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,497 | $39,948-26.2% | $89,391-67.0% | $73,409-59.8% |
| Participation rate | 23.8% | 50.4%-26.7pp | 68.0%-44.2pp | 72.2%-48.4pp |
| Annual return | 19.43% | 50.12%-30.7pp | 245.62%-226.2pp | 59.29%-39.9pp |
| Employer contribution / active EE | $121 | $1,200-89.9% | $2,586-95.3% | $2,234-94.6% |
| Participant deferral / active EE | $1,861 | $2,193-15.1% | $3,890-52.2% | $3,805-51.1% |
| Admin fee / account holder | $246 | $134+83.3% | $4,881-95.0% | $158+55.8% |