Filed April 30, 2002
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 INC4+ years Filed as: NFP INSURANCE SERVICES INC Service code 49 · EIN 74-2470431 | Other Services | $15,729 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,574 |
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 | $77,713 | $64,919+19.7% | $392,568-80.2% | $65,185+19.2% |
| Participation rate | 98.2% | 72.0%+26.2pp | 78.1%+20.1pp | 70.2%+28.0pp |
| Annual return | 5.58% | 26.09%-20.5pp | 24.42%-18.8pp | 29.38%-23.8pp |
| Employer contribution / active EE | $3,429 | $2,374+44.4% | $3,783-9.4% | $2,177+57.5% |
| Participant deferral / active EE | $4,194 | $3,668+14.3% | $5,985-29.9% | $3,514+19.4% |
| Admin fee / account holder | $37 | $634-94.1% | $6,260-99.4% | $847-95.6% |