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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $211,054 |
Filed as: RESOURCES INVESTMENT ADVISORS INC Service code 27 · EIN 43-1451524 | Advisory (Plan) | $82,024 |
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 | $98,197 | $84,993+15.5% | $129,995-24.5% | $80,160+22.5% |
| Participation rate | 96.0% | 79.5%+16.5pp | 78.5%+17.5pp | 72.9%+23.1pp |
| Annual return | 17.87% | 23.76%-5.9pp | -137.18%+155.0pp | 40.38%-22.5pp |
| Employer contribution / active EE | $2,530 | $3,051-17.1% | $4,320-41.4% | $2,978-15.0% |
| Participant deferral / active EE | $6,216 | $4,984+24.7% | $5,820+6.8% | $5,017+23.9% |
| Admin fee / account holder | $92 | $391-76.5% | $10,614-99.1% | $145-36.5% |