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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $105,507 |
Filed as: RESOURCES INVESTMENT ADVISORS INC Service code 27 · EIN 43-1451524 | Advisory (Plan) | $73,596 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $99,528 | $102,553-2.9% | $151,611-34.4% | $66,914+48.7% |
| Participation rate | 82.7% | 85.5%-2.8pp | 87.5%-4.8pp | 69.8%+12.9pp |
| Annual return | -17.87% | -10.82%-7.0pp | 3.33%-21.2pp | 1.58%-19.5pp |
| Employer contribution / active EE | $4,789 | $4,180+14.6% | $6,166-22.3% | $2,544+88.2% |
| Participant deferral / active EE | $10,482 | $6,641+57.8% | $8,363+25.3% | $4,237+147.4% |
| Admin fee / account holder | $352 | $630-44.1% | $11,616-97.0% | $593-40.7% |