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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $155,960 |
Filed as: NEP RETIREMENT, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $23,965 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 | Advisory (Participants) | $0 |
MORNINGSTAR2 years 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 | $92,249 | $122,186-24.5% | $146,958-37.2% | $199,593-53.8% |
| Participation rate | 89.1% | 78.3%+10.8pp | 82.2%+6.9pp | 72.0%+17.1pp |
| Annual return | 40.74% | 30.56%+10.2pp | 418.34%-377.6pp | 34.25%+6.5pp |
| Employer contribution / active EE | $2,703 | $4,093-34.0% | $4,933-45.2% | $3,034-10.9% |
| Participant deferral / active EE | $8,100 | $8,502-4.7% | $8,070+0.4% | $5,087+59.2% |
| Admin fee / account holder | $107 | $179-39.9% | $12,998-99.2% | $269-60.0% |