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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $328,031 |
Filed as: RESOURCES INVESTMENT ADVISORS INC Service code 27 · EIN 43-1451524 | Advisory (Plan) | $186,658 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,825 | $67,512+37.5% | $185,823-50.0% | $93,030-0.2% |
| Participation rate | 98.0% | 67.1%+30.9pp | 81.7%+16.3pp | 73.9%+24.1pp |
| Annual return | 14.83% | 21.04%-6.2pp | 122.05%-107.2pp | 158.70%-143.9pp |
| Employer contribution / active EE | $3,810 | $1,783+113.7% | $5,167-26.3% | $2,706+40.8% |
| Participant deferral / active EE | $4,607 | $3,035+51.8% | $5,568-17.3% | $4,562+1.0% |
| Admin fee / account holder | $247 | $318-22.2% | $16,237-98.5% | $152+63.0% |