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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $77,551 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $19,651 |
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 | $124,761 | $100,227+24.5% | $169,993-26.6% | $74,419+67.6% |
| Participation rate | 98.2% | 87.3%+10.9pp | 87.0%+11.2pp | 70.7%+27.5pp |
| Annual return | 17.15% | 66.08%-48.9pp | 53.37%-36.2pp | 34.38%-17.2pp |
| Employer contribution / active EE | $2,726 | $4,263-36.0% | $6,785-59.8% | $2,637+3.4% |
| Participant deferral / active EE | $6,291 | $7,143-11.9% | $10,408-39.6% | $4,528+38.9% |
| Admin fee / account holder | $218 | $234-6.8% | $12,815-98.3% | $348-37.2% |