Filed June 2, 2003
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 | $115,244 |
Service code 27 · EIN 75-3204798 | Advisory (Plan) | $69,077 |
Filed as: THE RETIREMENT ADVANTAGE Service code 13 · EIN 39-1816008 | Contract Administrator | $12,751 |
RKL LLP3 years Service code 10 · EIN 23-2108173 | Accounting | $10,500 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,084 | $91,517-14.7% | $101,248-22.9% | $73,409+6.4% |
| Participation rate | 94.8% | 73.8%+21.1pp | 75.8%+19.0pp | 72.2%+22.7pp |
| Annual return | 17.97% | 17.17%+0.8pp | 46.47%-28.5pp | 59.29%-41.3pp |
| Employer contribution / active EE | $1,752 | $2,877-39.1% | $3,660-52.1% | $2,234-21.6% |
| Participant deferral / active EE | $6,837 | $3,338+104.8% | $4,370+56.5% | $3,805+79.7% |
| Admin fee / account holder | $296 | $216+37.3% | $5,945-95.0% | $158+87.7% |