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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $11,646 |
NFP RETIREMENT INC5+ years Filed as: NFP INSURANCE SERVICES INC Service code 49 · EIN 74-2470431 | Other Services | $6,396 |
KESTRA INVESTMENT SERVICES LLC4+ years Service code 49 · EIN 74-2794194 | Other Services | $3,416 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $88,018 | $74,347+18.4% | $93,606-6.0% | $67,579+30.2% |
| Participation rate | 94.6% | 80.6%+14.0pp | 75.8%+18.8pp | 71.3%+23.3pp |
| Annual return | 18.54% | 28.07%-9.5pp | 32.76%-14.2pp | 378.56%-360.0pp |
| Employer contribution / active EE | $1,180 | $2,583-54.3% | $2,718-56.6% | $2,148-45.1% |
| Participant deferral / active EE | $3,132 | $4,060-22.9% | $4,069-23.0% | $3,539-11.5% |
| Admin fee / account holder | $32 | $123-74.0% | $7,888-99.6% | $142-77.6% |