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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $108,419 |
Filed as: RESOURCES INVESTMENT ADVISORS INC Service code 27 · EIN 43-1451524 | Advisory (Plan) | $72,541 |
MORNINGSTAR2 years 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,519 | $130,194-3.6% | $169,993-26.2% | $71,457+75.7% |
| Participation rate | 80.7% | 86.1%-5.5pp | 87.0%-6.3pp | 67.9%+12.7pp |
| Annual return | 16.36% | 20.37%-4.0pp | 53.37%-37.0pp | 28.85%-12.5pp |
| Employer contribution / active EE | $4,183 | $4,381-4.5% | $6,785-38.3% | $2,588+61.7% |
| Participant deferral / active EE | $9,567 | $6,923+38.2% | $10,408-8.1% | $4,289+123.1% |
| Admin fee / account holder | $422 | $966-56.3% | $12,815-96.7% | $1,587-73.4% |