Filed November 29, 2013
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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $144,665 |
401(K) ADVISORS INC1 year Service code 27 · EIN 33-0905143 | Advisory (Plan) | $69,485 |
Service code 49 · EIN 74-2794194 | Other Services | $19,770 |
NFP RETIREMENT INC3+ years Filed as: NFP INSURANCE SERVICES INC Service code 49 · EIN 74-2470431 | Other Services | $4,395 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $93,569 | $53,925+73.5% | $75,670+23.7% | $69,631+34.4% |
| Participation rate | 95.2% | 71.2%+24.0pp | 72.3%+22.8pp | 70.7%+24.5pp |
| Annual return | 16.64% | 17.84%-1.2pp | 27.34%-10.7pp | 27571.02%-27554.4pp |
| Employer contribution / active EE | $4,406 | $1,802+144.5% | $2,352+87.3% | $2,032+116.8% |
| Participant deferral / active EE | $3,956 | $2,569+54.0% | $3,142+25.9% | $3,224+22.7% |
| Admin fee / account holder | $293 | $97+202.2% | $5,800-94.9% | $110+165.7% |