Filed May 28, 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.
| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC1+ years Filed as: NFP ADVISOR SERVICES LLC Service code 49 · EIN 74-2794194 | Other Services | $71,025 |
GREULICH, JON M.1+ years Service code 49 750 B ST STE 2400 · SAN DIEGO, CA 921012476 | Other Services | $31,747 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $10,578 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $78,507 | $47,078+66.8% | $100,671-22.0% | $55,191+42.2% |
| Participation rate | 62.6% | 58.0%+4.5pp | 70.7%-8.1pp | 69.2%-6.6pp |
| Annual return | 1.74% | 0.65%+1.1pp | 20.43%-18.7pp | 10.78%-9.0pp |
| Employer contribution / active EE | $747 | $1,065-29.9% | $4,012-81.4% | $1,899-60.7% |
| Participant deferral / active EE | $4,030 | $2,038+97.7% | $3,144+28.2% | $3,046+32.3% |
| Admin fee / account holder | $16 | $153-89.7% | $4,850-99.7% | $91-82.5% |