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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $44,611 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $22,500 |
NFP RETIREMENT INC4+ years Service code 27 · EIN 33-0905142 | Advisory (Plan) | $7,500 |
MORNINGSTAR4+ years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-2923857 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $341,312 | $83,477+308.9% | $125,175+172.7% | $72,985+367.6% |
| Participation rate | 97.7% | 73.3%+24.4pp | 79.8%+17.9pp | 69.5%+28.2pp |
| Annual return | 27.25% | 25.78%+1.5pp | 43.79%-16.5pp | 81.00%-53.7pp |
| Employer contribution / active EE | $9,076 | $2,345+287.0% | $3,865+134.8% | $2,440+272.0% |
| Participant deferral / active EE | $12,654 | $3,585+253.0% | $4,937+156.3% | $3,607+250.8% |
| Admin fee / account holder | $666 | $5,517-87.9% | $9,702-93.1% | $5,124-87.0% |