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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $284,541 |
Filed as: RESOURCES INVESTMENT ADVISORS INC Service code 27 · EIN 43-1451542 | Advisory (Plan) | $154,219 |
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 | $52,940 | $45,382+16.7% | $154,107-65.6% | $75,289-29.7% |
| Participation rate | 96.9% | 65.9%+31.0pp | 83.0%+13.9pp | 72.4%+24.5pp |
| Annual return | -3.78% | -0.47%-3.3pp | 735.12%-738.9pp | -0.04%-3.7pp |
| Employer contribution / active EE | $2,103 | $1,533+37.2% | $5,298-60.3% | $2,405-12.6% |
| Participant deferral / active EE | $3,700 | $2,384+55.2% | $5,081-27.2% | $3,739-1.0% |
| Admin fee / account holder | $221 | $89+147.7% | $13,411-98.4% | $102+116.3% |