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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $281,376 |
Filed as: RESOURCES INVESTMENT ADVISORS INC Service code 27 · EIN 43-1451524 | Advisory (Plan) | $161,520 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,095 | $45,000+69.1% | $143,757-47.1% | $77,904-2.3% |
| Participation rate | 97.4% | 66.8%+30.6pp | 80.3%+17.1pp | 73.7%+23.7pp |
| Annual return | -15.82% | 29.03%-44.9pp | -0.04%-15.8pp | 12.21%-28.0pp |
| Employer contribution / active EE | $2,408 | $1,870+28.8% | $4,951-51.4% | $2,848-15.5% |
| Participant deferral / active EE | $4,561 | $3,157+44.5% | $5,637-19.1% | $4,806-5.1% |
| Admin fee / account holder | $206 | $98+109.7% | $14,673-98.6% | $133+55.8% |