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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $103,724 |
NFP RETIREMENT INC8 years Filed as: NFP ADVISOR SERVICES LLC Service code 27 · EIN 74-2794194 | Advisory (Plan) | $32,657 |
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 | $23,821 | $44,897-46.9% | $84,966-72.0% | $199,593-88.1% |
| Participation rate | 25.3% | 45.7%-20.5pp | 67.5%-42.2pp | 72.0%-46.7pp |
| Annual return | 15.80% | 20.96%-5.2pp | 66.38%-50.6pp | 34.25%-18.5pp |
| Employer contribution / active EE | $98 | $1,365-92.8% | $2,727-96.4% | $3,034-96.8% |
| Participant deferral / active EE | $1,391 | $2,668-47.9% | $4,519-69.2% | $5,087-72.7% |
| Admin fee / account holder | $223 | $584-61.9% | $6,149-96.4% | $269-17.2% |