Filed June 28, 2018 (most recent of 2 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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $301,096 |
Filed as: RESOURCES INVESTMENT ADVISORS INC Service code 27 · EIN 43-1451524 | Advisory (Plan) | $93,001 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $71,260 | $64,311+10.8% | $110,238-35.4% | $75,289-5.4% |
| Participation rate | 98.7% | 79.3%+19.5pp | 79.8%+18.9pp | 72.4%+26.3pp |
| Annual return | -5.05% | -1.74%-3.3pp | 314.74%-319.8pp | -0.04%-5.0pp |
| Employer contribution / active EE | $2,083 | $2,404-13.3% | $3,826-45.6% | $2,405-13.4% |
| Participant deferral / active EE | $4,749 | $3,892+22.0% | $4,672+1.6% | $3,739+27.0% |
| Admin fee / account holder | $146 | $88+66.1% | $8,547-98.3% | $102+42.3% |