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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $86,760 |
Filed as: RESOURCES INVESTMENT ADVISORS INC Service code 27 · EIN 43-1451542 | Advisory (Plan) | $45,341 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $67,566 | $80,005-15.5% | $140,016-51.7% | $55,725+21.2% |
| Participation rate | 85.3% | 87.0%-1.7pp | 87.5%-2.2pp | 70.9%+14.4pp |
| Annual return | -4.01% | 0.46%-4.5pp | 651.12%-655.1pp | 244.93%-248.9pp |
| Employer contribution / active EE | $3,672 | $3,403+7.9% | $5,606-34.5% | $2,078+76.7% |
| Participant deferral / active EE | $7,943 | $5,264+50.9% | $6,927+14.7% | $3,356+136.7% |
| Admin fee / account holder | $323 | $116+178.8% | $10,705-97.0% | $115+180.0% |