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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $219,102 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $117,200 |
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 | $63,931 | $67,512-5.3% | $185,823-65.6% | $93,030-31.3% |
| Participation rate | 63.2% | 67.1%-3.9pp | 81.7%-18.5pp | 73.9%-10.7pp |
| Annual return | 15.18% | 21.04%-5.9pp | 122.05%-106.9pp | 158.70%-143.5pp |
| Employer contribution / active EE | $834 | $1,783-53.2% | $5,167-83.9% | $2,706-69.2% |
| Participant deferral / active EE | $4,369 | $3,035+43.9% | $5,568-21.5% | $4,562-4.2% |
| Admin fee / account holder | $168 | $318-47.0% | $16,237-99.0% | $152+11.0% |