Filed June 18, 2019 (most recent of 2 filings on file)
Total covered: 4,192 employees
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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $170,227 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $85,556 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $46,853 | $47,456-1.3% | $172,739-72.9% | $77,787-39.8% |
| Participation rate | 55.5% | 66.3%-10.7pp | 82.6%-27.1pp | 73.2%-17.7pp |
| Annual return | 21.50% | 35.57%-14.1pp | 802.84%-781.3pp | 32.57%-11.1pp |
| Employer contribution / active EE | $1,935 | $1,574+22.9% | $5,143-62.4% | $2,504-22.7% |
| Participant deferral / active EE | $3,354 | $2,560+31.0% | $5,198-35.5% | $3,967-15.5% |
| Admin fee / account holder | $136 | $81+67.9% | $13,954-99.0% | $100+35.7% |