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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $69,798 |
NFP RETIREMENT INC5 years Filed as: NFP ADVISOR SERVICES LLC Service code 27 · EIN 74-2794194 | Advisory (Plan) | $21,731 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,064 | $41,647-71.0% | $96,139-87.5% | $86,799-86.1% |
| Participation rate | 71.9% | 50.2%+21.6pp | 68.4%+3.4pp | 72.3%-0.4pp |
| Annual return | 13.55% | 27.24%-13.7pp | 191.94%-178.4pp | 97.91%-84.4pp |
| Employer contribution / active EE | $147 | $1,318-88.8% | $2,797-94.7% | $2,405-93.9% |
| Participant deferral / active EE | $1,960 | $2,412-18.8% | $4,349-54.9% | $4,131-52.6% |
| Admin fee / account holder | $115 | $169-32.1% | $5,537-97.9% | $170-32.2% |