Filed October 11, 1994
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 |
|---|---|---|
Filed as: RESOURCES INVESTMENT ADVISORS INC Service code 27 · EIN 43-1451524 | Advisory (Plan) | $41,242 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,059 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $70,705 | $89,739-21.2% | $149,718-52.8% | $62,292+13.5% |
| Participation rate | 80.0% | 85.1%-5.1pp | 87.1%-7.1pp | 69.5%+10.5pp |
| Annual return | 18.28% | 21.01%-2.7pp | 1501.63%-1483.4pp | 28.90%-10.6pp |
| Employer contribution / active EE | $3,474 | $3,233+7.4% | $5,445-36.2% | $2,042+70.1% |
| Participant deferral / active EE | $7,361 | $4,797+53.4% | $6,569+12.1% | $3,169+132.3% |
| Admin fee / account holder | $27 | $551-95.1% | $11,283-99.8% | $479-94.3% |