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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $96,344 |
Filed as: RESOURCES INVESTMENT ADVISORS INC Service code 27 · EIN 43-1451524 | Advisory (Plan) | $48,912 |
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 | $83,641 | $88,515-5.5% | $162,163-48.4% | $67,579+23.8% |
| Participation rate | 85.3% | 86.8%-1.5pp | 87.6%-2.3pp | 71.3%+14.0pp |
| Annual return | 24.01% | 27.04%-3.0pp | 115.59%-91.6pp | 378.56%-354.5pp |
| Employer contribution / active EE | $3,917 | $3,563+9.9% | $5,614-30.2% | $2,148+82.4% |
| Participant deferral / active EE | $8,583 | $5,724+49.9% | $7,298+17.6% | $3,539+142.5% |
| Admin fee / account holder | $347 | $124+180.2% | $10,843-96.8% | $142+143.6% |