Filed December 30, 2008 (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 9-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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $97,842 |
Filed as: NEP RETIREMENT, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $36,010 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,860 | $82,202-18.7% | $125,339-46.7% | $64,808+3.2% |
| Participation rate | 89.3% | 77.9%+11.4pp | 82.4%+6.9pp | 71.5%+17.8pp |
| Annual return | 8.93% | 3.48%+5.5pp | 572.05%-563.1pp | 32.82%-23.9pp |
| Employer contribution / active EE | $1,723 | $3,615-52.3% | $4,814-64.2% | $2,506-31.2% |
| Participant deferral / active EE | $5,765 | $7,175-19.6% | $7,446-22.6% | $4,310+33.8% |
| Admin fee / account holder | $142 | $163-12.9% | $10,010-98.6% | $188-24.3% |