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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $44,062 |
NFP RETIREMENT INC3 years Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $22,500 |
MORNINGSTAR6+ years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | 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 | $446,049 | $99,985+346.1% | $146,665+204.1% | $85,850+419.6% |
| Participation rate | 96.1% | 73.1%+23.0pp | 80.1%+16.0pp | 69.3%+26.7pp |
| Annual return | 15.56% | 18.93%-3.4pp | 22.74%-7.2pp | 318.53%-303.0pp |
| Employer contribution / active EE | $9,634 | $2,559+276.5% | $4,136+132.9% | $2,565+275.6% |
| Participant deferral / active EE | $14,012 | $4,006+249.8% | $5,506+154.5% | $3,952+254.6% |
| Admin fee / account holder | $616 | $7,702-92.0% | $10,280-94.0% | $6,260-90.2% |