Filed October 20, 1999 (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 |
|---|---|---|
NEPC, LLC1 year Filed as: NEPC LLC Service code 27 · EIN 26-1429809 | Advisory (Plan) | $12,000 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $10,480 |
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 | $77,759 | $49,177+58.1% | $79,464-2.1% | $64,186+21.1% |
| Participation rate | 74.0% | 65.0%+9.0pp | 73.3%+0.7pp | 69.6%+4.5pp |
| Annual return | -1.24% | -1.16%-0.1pp | 718.14%-719.4pp | 7.63%-8.9pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,382 | $2,821+55.3% | $3,704+18.3% | $3,470+26.3% |
| Admin fee / account holder | $146 | $3,839-96.2% | $5,113-97.2% | $4,888-97.0% |