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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $205,002 |
Filed as: RESOURCES INVESTMENT ADVISORS INC Service code 27 · EIN 43-1451524 | Advisory (Plan) | $96,158 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $94,582 | $82,783+14.3% | $133,956-29.4% | $90,288+4.8% |
| Participation rate | 87.7% | 81.3%+6.4pp | 79.8%+7.9pp | 73.4%+14.4pp |
| Annual return | 21.04% | 21.89%-0.9pp | 45.09%-24.1pp | 53.97%-32.9pp |
| Employer contribution / active EE | $2,211 | $2,388-7.4% | $3,919-43.6% | $2,524-12.4% |
| Participant deferral / active EE | $4,863 | $4,291+13.3% | $5,048-3.6% | $4,232+14.9% |
| Admin fee / account holder | $91 | $93-1.8% | $8,927-99.0% | $114-20.0% |