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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $390,607 |
Filed as: RESOURCES INVESTMENT ADVISORS INC Service code 27 · EIN 43-1451524 | Advisory (Plan) | $102,935 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,320 | $39,166+46.4% | $79,550-27.9% | $78,044-26.6% |
| Participation rate | 38.5% | 57.3%-18.8pp | 69.5%-31.0pp | 74.4%-35.9pp |
| Annual return | -10.83% | -9.39%-1.4pp | 0.16%-11.0pp | 10.87%-21.7pp |
| Employer contribution / active EE | $457 | $1,019-55.1% | $2,413-81.1% | $3,125-85.4% |
| Participant deferral / active EE | $2,993 | $2,079+44.0% | $3,985-24.9% | $5,084-41.1% |
| Admin fee / account holder | $151 | $67+125.2% | $6,832-97.8% | $79+91.4% |