Filed July 21, 2006
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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $95,418 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $19,022 |
Service code 49 · EIN 74-2794194 | Other Services | $1,827 |
Annual investment return 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 | $46,878 | $104,919-55.3% | $116,228-59.7% | $85,563-45.2% |
| Participation rate | 84.5% | 78.6%+5.8pp | 74.6%+9.9pp | 66.0%+18.5pp |
| Annual return | 12.71% | 15.38%-2.7pp | 90.06%-77.4pp | 31.51%-18.8pp |
| Employer contribution / active EE | $1,163 | $3,485-66.6% | $2,994-61.2% | $2,654-56.2% |
| Participant deferral / active EE | $3,469 | $5,306-34.6% | $4,953-30.0% | $4,375-20.7% |
| Admin fee / account holder | $250 | $429-41.6% | $11,989-97.9% | $834-70.0% |