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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $237,527 |
Filed as: RESOURCES INVESTMENT ADVISORS INC Service code 27 · EIN 43-1451524 | Advisory (Plan) | $90,351 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,124 | $2,679,533-96.0% | $164,813-34.4% | $199,593-45.8% |
| Participation rate | 97.3% | 78.3%+19.0pp | 78.6%+18.7pp | 72.0%+25.4pp |
| Annual return | 13.26% | 17.93%-4.7pp | 69.93%-56.7pp | 34.25%-21.0pp |
| Employer contribution / active EE | $3,060 | $2,970+3.0% | $4,341-29.5% | $3,034+0.9% |
| Participant deferral / active EE | $7,621 | $5,010+52.1% | $6,031+26.3% | $5,087+49.8% |
| Admin fee / account holder | $108 | $1,982-94.5% | $12,690-99.1% | $269-59.7% |