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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $237,636 |
Filed as: RESOURCES INVESTMENT ADVISORS INC Service code 27 · EIN 43-1451524 | Advisory (Plan) | $108,495 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,731 | $84,000+8.0% | $119,609-24.1% | $77,904+16.5% |
| Participation rate | 92.5% | 77.8%+14.7pp | 79.3%+13.3pp | 73.7%+18.8pp |
| Annual return | -14.92% | -11.59%-3.3pp | -14.97%0pp | 12.21%-27.1pp |
| Employer contribution / active EE | $2,725 | $2,907-6.3% | $4,232-35.6% | $2,848-4.3% |
| Participant deferral / active EE | $6,718 | $4,705+42.8% | $5,602+19.9% | $4,806+39.8% |
| Admin fee / account holder | $109 | $116-6.3% | $10,323-98.9% | $133-18.1% |