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 INC5 years Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $37,495 |
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $33,187 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L 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 | $373,596 | $91,538+308.1% | $129,995+187.4% | $75,163+397.0% |
| Participation rate | 96.3% | 71.4%+24.8pp | 78.5%+17.8pp | 67.2%+29.1pp |
| Annual return | 18.86% | -631.11%+650.0pp | -137.18%+156.0pp | 160.62%-141.8pp |
| Employer contribution / active EE | $10,062 | $2,845+253.6% | $4,320+132.9% | $2,670+276.9% |
| Participant deferral / active EE | $13,712 | $4,341+215.9% | $5,820+135.6% | $4,125+232.4% |
| Admin fee / account holder | $615 | $6,790-90.9% | $10,614-94.2% | $5,651-89.1% |