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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $352,733 |
Filed as: RESOURCES INVESTMENT ADVISORS INC Service code 27 · EIN 43-1451524 | Advisory (Plan) | $191,988 |
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 | $80,621 | $56,095+43.7% | $178,490-54.8% | $90,288-10.7% |
| Participation rate | 97.5% | 65.6%+32.0pp | 81.9%+15.6pp | 73.4%+24.2pp |
| Annual return | 15.86% | 28.81%-13.0pp | 151.07%-135.2pp | 53.97%-38.1pp |
| Employer contribution / active EE | $3,684 | $1,572+134.3% | $5,011-26.5% | $2,524+46.0% |
| Participant deferral / active EE | $4,368 | $2,669+63.7% | $5,202-16.0% | $4,232+3.2% |
| Admin fee / account holder | $269 | $101+166.9% | $13,984-98.1% | $114+135.6% |