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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $445,410 |
Filed as: RESOURCES INVESTMENT ADVISORS INC Service code 27 · EIN 43-1451524 | Advisory (Plan) | $96,856 |
KEN GARFF AUTOMOTIVE, LLC4 years Service code 49 · EIN 30-0123156 | Other Services | $71,109 |
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 | $65,651 | $40,592+61.7% | $86,188-23.8% | $103,482-36.6% |
| Participation rate | 38.7% | 58.1%-19.4pp | 69.0%-30.2pp | 73.3%-34.5pp |
| Annual return | 19.60% | 18.32%+1.3pp | 1168.45%-1148.8pp | 33.11%-13.5pp |
| Employer contribution / active EE | $534 | $974-45.2% | $2,380-77.6% | $3,208-83.3% |
| Participant deferral / active EE | $2,925 | $2,072+41.2% | $3,985-26.6% | $5,207-43.8% |
| Admin fee / account holder | $158 | $85+86.0% | $6,852-97.7% | $114+38.1% |