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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $297,288 |
Filed as: RESOURCES INVESTMENT ADVISORS INC Service code 27 · EIN 43-1451524 | Advisory (Plan) | $74,635 |
Service code 10 · EIN 30-0123156 | Accounting | $24,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $70,062 | $43,466+61.2% | $90,951-23.0% | $90,288-22.4% |
| Participation rate | 35.7% | 62.5%-26.7pp | 69.0%-33.3pp | 73.4%-37.6pp |
| Annual return | 15.00% | 25.26%-10.3pp | 134.60%-119.6pp | 53.97%-39.0pp |
| Employer contribution / active EE | $281 | $840-66.5% | $2,122-86.7% | $2,524-88.9% |
| Participant deferral / active EE | $2,145 | $2,138+0.4% | $3,373-36.4% | $4,232-49.3% |
| Admin fee / account holder | $158 | $92+72.4% | $5,959-97.3% | $114+38.9% |