Filed November 16, 1995
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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $653,142 |
Filed as: NEW ENGLAND PENSION CONSULTANTS INC Service code 28 · EIN 04-2927339 | Investment Management | $147,900 |
Filed as: PRINCIPAL Service code 15 · EIN 51-0099493 | Recordkeeping | $87,402 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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 | $139,717 | $117,739+18.7% | $91,541+52.6% | $117,739+18.7% |
| Participation rate | 98.7% | 76.6%+22.0pp | 69.8%+28.9pp | 76.6%+22.0pp |
| Annual return | 11.68% | 17.29%-5.6pp | 20.50%-8.8pp | 17.29%-5.6pp |
| Employer contribution / active EE | $4,068 | $3,746+8.6% | $2,505+62.4% | $3,746+8.6% |
| Participant deferral / active EE | $6,457 | $6,128+5.4% | $4,008+61.1% | $6,128+5.4% |
| Admin fee / account holder | $115 | $112+2.7% | $6,956-98.3% | $112+2.7% |