Filed April 12, 2007
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 | $43,941 |
Filed as: GLOBAL RETIRMENT PARTNERS LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $27,985 |
CLIFTONLARSONALLEN LLP6+ years Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $15,326 |
THE RETIREMENT ADVANTAGE INC2 years Filed as: THE RETIRMENT ADVANTAGE Service code 13 · EIN 39-1816008 | Contract Administrator | $5,371 |
THE RETIREMENT ADVANTAGE INC6+ years Service code 13 | Contract Administrator | $4,311 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,808 | $136,307-62.0% | $177,821-70.9% | $73,488-29.5% |
| Participation rate | 94.2% | 86.1%+8.1pp | 87.7%+6.5pp | 70.7%+23.5pp |
| Annual return | 18.56% | 18.68%-0.1pp | 48.32%-29.8pp | 28.51%-9.9pp |
| Employer contribution / active EE | $466 | $3,712-87.4% | $5,918-92.1% | $2,270-79.5% |
| Participant deferral / active EE | $4,752 | $5,829-18.5% | $7,714-38.4% | $3,740+27.1% |
| Admin fee / account holder | $347 | $596-41.7% | $12,427-97.2% | $513-32.3% |