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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $41,421 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $25,652 |
WIPFLI LLP2 years Service code 10 · EIN 39-0758449 | Accounting | $20,370 |
Filed as: THE RETIREMENT ADVANTAGE, INC. Service code 13 · EIN 39-1816008 | Contract Administrator | $8,323 |
THE RETIREMENT ADVANTAGE INC10+ years Service code 13 | Contract Administrator | $6,898 |
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 | $58,687 | $122,239-52.0% | $184,203-68.1% | $74,495-21.2% |
| Participation rate | 97.1% | 85.5%+11.6pp | 86.8%+10.3pp | 67.2%+29.9pp |
| Annual return | 14.12% | 19.95%-5.8pp | 28.81%-14.7pp | 1364.94%-1350.8pp |
| Employer contribution / active EE | $625 | $4,537-86.2% | $6,427-90.3% | $2,623-76.2% |
| Participant deferral / active EE | $6,312 | $7,139-11.6% | $9,131-30.9% | $4,346+45.3% |
| Admin fee / account holder | $340 | $1,260-73.0% | $13,901-97.6% | $1,942-82.5% |