Filed November 1, 2022
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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $152,270 |
NFP RETIREMENT INC6 years Filed as: NFP RETIREMENT, INC. Service code 26 · EIN 33-0905143 | Advisory (Participants) | $87,424 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,874 | $62,544+70.9% | $129,207-17.3% | $199,593-46.5% |
| Participation rate | 44.0% | 56.8%-12.8pp | 69.6%-25.6pp | 72.0%-28.0pp |
| Annual return | 11.75% | 16.95%-5.2pp | 9417.33%-9405.6pp | 34.25%-22.5pp |
| Employer contribution / active EE | $697 | $2,394-70.9% | $4,153-83.2% | $3,034-77.0% |
| Participant deferral / active EE | $4,174 | $3,123+33.6% | $4,168+0.2% | $5,087-17.9% |
| Admin fee / account holder | $173 | $167+3.6% | $7,715-97.8% | $269-35.7% |