Filed November 12, 2013 (most recent of 2 filings on file)
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 |
|---|---|---|
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 · EIN 04-3145524 | Advisory (Plan) | $76,635 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $55,440 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $35,892 | $37,039-3.1% | $147,614-75.7% | $59,188-39.4% |
| Participation rate | 93.7% | 63.8%+29.9pp | 84.6%+9.0pp | 69.4%+24.2pp |
| Annual return | 0.69% | 7.19%-6.5pp | 61.98%-61.3pp | 5.51%-4.8pp |
| Employer contribution / active EE | $2,727 | $1,353+101.5% | $5,564-51.0% | $2,098+30.0% |
| Participant deferral / active EE | $3,064 | $2,094+46.3% | $4,895-37.4% | $3,265-6.2% |
| Admin fee / account holder | $52 | $60-13.0% | $11,611-99.5% | $92-43.2% |