Filed April 13, 2001
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 |
|---|---|---|
NFP RETIREMENT INC3+ years Filed as: NFP INSURANCE SERVICES INC Service code 49 · EIN 74-2470431 | Other Services | $10,581 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,874 |
KESTRA INVESTMENT SERVICES LLC2+ years Service code 49 · EIN 74-2794194 | Other Services | $7,809 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $92,313 | $75,284+22.6% | $91,001+1.4% | $69,631+32.6% |
| Participation rate | 95.2% | 80.4%+14.8pp | 75.6%+19.6pp | 70.7%+24.5pp |
| Annual return | 14.85% | 48.40%-33.5pp | 4.60%+10.3pp | 27571.02%-27556.2pp |
| Employer contribution / active EE | $1,126 | $2,473-54.5% | $2,456-54.1% | $2,032-44.6% |
| Participant deferral / active EE | $2,942 | $3,700-20.5% | $3,547-17.1% | $3,224-8.7% |
| Admin fee / account holder | $27 | $111-75.8% | $5,417-99.5% | $110-75.7% |