Filed February 28, 1996
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 INC1+ years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $25,000 |
KESTRA INVESTMENT SERVICES LLC1+ years Service code 49 · EIN 74-2794194 | Other Services | $11,137 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,674 |
MORNINGSTAR1+ years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-2923857 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $241,095 | $69,977+244.5% | $108,579+122.0% | $62,891+283.4% |
| Participation rate | 97.5% | 72.9%+24.6pp | 79.6%+17.9pp | 69.3%+28.2pp |
| Annual return | 7.90% | 10.73%-2.8pp | -51.70%+59.6pp | 20.14%-12.2pp |
| Employer contribution / active EE | $8,754 | $2,135+310.0% | $3,758+132.9% | $2,281+283.8% |
| Participant deferral / active EE | $11,949 | $3,165+277.6% | $4,311+177.2% | $3,203+273.1% |
| Admin fee / account holder | $284 | $5,076-94.4% | $7,645-96.3% | $4,296-93.4% |