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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $181,113 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $97,831 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,236 | $56,095-1.5% | $178,490-69.1% | $90,288-38.8% |
| Participation rate | 59.2% | 65.6%-6.4pp | 81.9%-22.8pp | 73.4%-14.2pp |
| Annual return | 13.14% | 28.81%-15.7pp | 151.07%-137.9pp | 53.97%-40.8pp |
| Employer contribution / active EE | $2,295 | $1,572+45.9% | $5,011-54.2% | $2,524-9.1% |
| Participant deferral / active EE | $3,943 | $2,669+47.8% | $5,202-24.2% | $4,232-6.8% |
| Admin fee / account holder | $143 | $101+41.7% | $13,984-99.0% | $114+25.1% |