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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $137,035 |
Filed as: NEP RETIREMENT, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $22,160 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 | Advisory (Participants) | $0 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L 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 | $76,089 | $107,459-29.2% | $135,903-44.0% | $80,160-5.1% |
| Participation rate | 94.2% | 78.0%+16.2pp | 81.9%+12.3pp | 72.9%+21.3pp |
| Annual return | 69.73% | 91.91%-22.2pp | 68.23%+1.5pp | 40.38%+29.3pp |
| Employer contribution / active EE | $2,386 | $3,877-38.5% | $4,856-50.9% | $2,978-19.9% |
| Participant deferral / active EE | $7,209 | $8,195-12.0% | $7,758-7.1% | $5,017+43.7% |
| Admin fee / account holder | $109 | $127-13.8% | $10,762-99.0% | $145-24.5% |