Filed April 29, 2008
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 |
|---|---|---|
NILES LANKFORD GROUP, INC.4+ years Filed as: NILES LANKFORD GROUP Service code 13 · EIN 35-1580587 | Contract Administrator | $6,863 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,950 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,792 | $32,117+83.1% | $71,086-17.3% | $64,186-8.4% |
| Participation rate | 0.0% | 42.7%-42.7pp | 54.7%-54.7pp | 69.6%-69.6pp |
| Annual return | -8.44% | -5.57%-2.9pp | 650.59%-659.0pp | 7.63%-16.1pp |
| Employer contribution / active EE | $49 | $712-93.2% | $1,088-95.5% | $2,381-98.0% |
| Participant deferral / active EE | $657 | $1,263-48.0% | $1,874-64.9% | $3,470-81.1% |
| Admin fee / account holder | $1,453 | $2,759-47.4% | $3,082-52.9% | $4,888-70.3% |