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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $353,356 |
Filed as: RESOURCES INVESTMENT ADVISORS INC Service code 27 · EIN 43-1451524 | Advisory (Plan) | $93,940 |
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 | $91,921 | $73,125+25.7% | $125,175-26.6% | $77,787+18.2% |
| Participation rate | 94.7% | 79.4%+15.3pp | 79.8%+14.9pp | 73.2%+21.5pp |
| Annual return | 22.78% | 24.71%-1.9pp | 43.79%-21.0pp | 32.57%-9.8pp |
| Employer contribution / active EE | $2,152 | $2,413-10.8% | $3,865-44.3% | $2,504-14.1% |
| Participant deferral / active EE | $5,223 | $3,966+31.7% | $4,937+5.8% | $3,967+31.6% |
| Admin fee / account holder | $185 | $89+106.4% | $9,702-98.1% | $100+84.4% |