Filed January 3, 2012 (most recent of 2 filings on file)
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 |
|---|---|---|
MPR INSURANCE SVC INC1+ years Service code 27 · EIN 95-4324562 | Advisory (Plan) | $90,182 |
NFP RETIREMENT INC1+ years Filed as: NFP RETIREMENT INC. Service code 28 · EIN 33-0905143 | Investment Management | $31,389 |
TIAA1+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $28,308 |
QBI, LLC1+ years Filed as: QBI LLC Service code 49 · EIN 26-2768667 | Other Services | $17,935 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $17,417 |
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 | $30,829 | $37,039-16.8% | $147,614-79.1% | $59,188-47.9% |
| Participation rate | 98.8% | 63.8%+35.0pp | 84.6%+14.2pp | 69.4%+29.4pp |
| Annual return | 0.79% | 7.19%-6.4pp | 61.98%-61.2pp | 5.51%-4.7pp |
| Employer contribution / active EE | $1,848 | $1,353+36.6% | $5,564-66.8% | $2,098-11.9% |
| Participant deferral / active EE | $3,431 | $2,094+63.9% | $4,895-29.9% | $3,265+5.1% |
| Admin fee / account holder | $97 | $60+60.9% | $11,611-99.2% | $92+5.1% |