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.
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 INC1+ years Filed as: NFP ADVISOR SERVICES LLC Service code 49 · EIN 74-2794194 | Other Services | $37,291 |
GREULICH, JON M.1+ years Service code 49 750 B ST STE 2400 · SAN DIEGO, CA 921012476 | Other Services | $16,511 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $12,348 |
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 | $37,572 | $38,312-1.9% | $100,671-62.7% | $59,188-36.5% |
| Participation rate | 39.4% | 57.4%-18.0pp | 70.7%-31.3pp | 69.4%-30.0pp |
| Annual return | 0.24% | 2.64%-2.4pp | 20.43%-20.2pp | 5.51%-5.3pp |
| Employer contribution / active EE | $318 | $1,183-73.1% | $4,012-92.1% | $2,098-84.9% |
| Participant deferral / active EE | $1,291 | $1,847-30.1% | $3,144-58.9% | $3,265-60.5% |
| Admin fee / account holder | $16 | $68-76.8% | $4,850-99.7% | $92-83.0% |