Filed June 4, 2020 (most recent of 3 filings on file)
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 | $87,782 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $18,791 |
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 | $127,220 | $111,491+14.1% | $189,513-32.9% | $86,799+46.6% |
| Participation rate | 96.7% | 87.3%+9.4pp | 87.8%+8.9pp | 72.3%+24.5pp |
| Annual return | 15.22% | 83.50%-68.3pp | 555.15%-539.9pp | 97.91%-82.7pp |
| Employer contribution / active EE | $4,298 | $3,951+8.8% | $6,162-30.2% | $2,405+78.7% |
| Participant deferral / active EE | $6,415 | $6,437-0.3% | $8,221-22.0% | $4,131+55.3% |
| Admin fee / account holder | $241 | $189+27.9% | $12,045-98.0% | $170+42.4% |