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 INC6 years Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $30,000 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $29,306 |
MORNINGSTAR3 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 | $398,879 | $101,724+292.1% | $164,813+142.0% | $80,856+393.3% |
| Participation rate | 92.6% | 71.8%+20.8pp | 78.6%+14.0pp | 67.6%+25.0pp |
| Annual return | 15.92% | 16.72%-0.8pp | 69.93%-54.0pp | 35.59%-19.7pp |
| Employer contribution / active EE | $9,941 | $2,953+236.6% | $4,341+129.0% | $2,755+260.8% |
| Participant deferral / active EE | $12,620 | $4,477+181.9% | $6,031+109.2% | $4,296+193.8% |
| Admin fee / account holder | $530 | $8,227-93.6% | $12,690-95.8% | $6,918-92.3% |