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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $315,962 |
Filed as: RESOURCES INVESTMENT ADVISORS INC Service code 27 · EIN 43-1451524 | Advisory (Plan) | $169,323 |
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 | $68,025 | $47,456+43.3% | $172,739-60.6% | $77,787-12.5% |
| Participation rate | 96.9% | 66.3%+30.6pp | 82.6%+14.3pp | 73.2%+23.7pp |
| Annual return | 26.77% | 35.57%-8.8pp | 802.84%-776.1pp | 32.57%-5.8pp |
| Employer contribution / active EE | $2,240 | $1,574+42.3% | $5,143-56.4% | $2,504-10.5% |
| Participant deferral / active EE | $4,070 | $2,560+59.0% | $5,198-21.7% | $3,967+2.6% |
| Admin fee / account holder | $241 | $81+198.1% | $13,954-98.3% | $100+140.9% |