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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $205,672 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $112,459 |
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 | $53,678 | $45,000+19.3% | $143,757-62.7% | $77,904-31.1% |
| Participation rate | 51.9% | 66.8%-14.9pp | 80.3%-28.4pp | 73.7%-21.8pp |
| Annual return | -14.24% | 29.03%-43.3pp | -0.04%-14.2pp | 12.21%-26.4pp |
| Employer contribution / active EE | $622 | $1,870-66.7% | $4,951-87.4% | $2,848-78.2% |
| Participant deferral / active EE | $3,485 | $3,157+10.4% | $5,637-38.2% | $4,806-27.5% |
| Admin fee / account holder | $147 | $98+49.2% | $14,673-99.0% | $133+10.8% |