Filed April 18, 2005
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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $304,556 |
Filed as: RESOURCES INVESTMENT ADVISORS INC Service code 27 · EIN 43-1451524 | Advisory (Plan) | $67,922 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $62,654 | $40,113+56.2% | $84,015-25.4% | $77,787-19.5% |
| Participation rate | 32.7% | 62.8%-30.0pp | 69.0%-36.3pp | 73.2%-40.5pp |
| Annual return | 23.19% | 23.27%-0.1pp | 71.31%-48.1pp | 32.57%-9.4pp |
| Employer contribution / active EE | $241 | $847-71.5% | $1,983-87.8% | $2,504-90.4% |
| Participant deferral / active EE | $1,815 | $2,030-10.6% | $3,239-44.0% | $3,967-54.2% |
| Admin fee / account holder | $168 | $92+83.2% | $6,101-97.2% | $100+67.7% |