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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $44,701 |
Filed as: GLOBAL RETIRMENT PARTNERS LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $27,983 |
CLIFTONLARSONALLEN LLP8+ years Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $16,003 |
THE RETIREMENT ADVANTAGE INC8+ years Service code 13 | Contract Administrator | $5,419 |
THE RETIREMENT ADVANTAGE INC4 years Filed as: THE RETIRMENT ADVANTAGE Service code 13 · EIN 39-1816008 | Contract Administrator | $4,266 |
Service code 27 | Advisory (Plan) | $33 |
CLIFTONLARSONALLEN LLP1 year Service code 10 | Accounting | $9 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,237 | $102,553-54.9% | $151,611-69.5% | $66,914-30.9% |
| Participation rate | 94.3% | 85.5%+8.8pp | 87.5%+6.8pp | 69.8%+24.5pp |
| Annual return | -20.18% | -10.82%-9.4pp | 3.33%-23.5pp | 1.58%-21.8pp |
| Employer contribution / active EE | $543 | $4,180-87.0% | $6,166-91.2% | $2,544-78.7% |
| Participant deferral / active EE | $5,066 | $6,641-23.7% | $8,363-39.4% | $4,237+19.6% |
| Admin fee / account holder | $333 | $630-47.1% | $11,616-97.1% | $593-43.8% |