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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $107,516 |
Filed as: RESOURCES INVESTMENT ADVISORS INC Service code 27 · EIN 43-1451524 | Advisory (Plan) | $54,800 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $98,623 | $111,608-11.6% | $177,821-44.5% | $73,409+34.3% |
| Participation rate | 84.8% | 87.9%-3.1pp | 87.7%-3.0pp | 72.2%+12.6pp |
| Annual return | 14.29% | 18.23%-3.9pp | 48.32%-34.0pp | 59.29%-45.0pp |
| Employer contribution / active EE | $3,941 | $3,796+3.8% | $5,918-33.4% | $2,234+76.4% |
| Participant deferral / active EE | $8,831 | $6,199+42.5% | $7,714+14.5% | $3,805+132.1% |
| Admin fee / account holder | $380 | $166+129.5% | $12,427-96.9% | $158+140.6% |