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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $46,788 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $29,733 |
WIPFLI LLP3 years Service code 10 · EIN 39-0758449 | Accounting | $22,048 |
THE RETIREMENT ADVANTAGE INC11+ years Service code 13 | Contract Administrator | $7,957 |
THE RETIREMENT ADVANTAGE INC2 years Filed as: THE RETIREMENT ADVANTAGE, INC. Service code 13 · EIN 39-1816008 | Contract Administrator | $4,992 |
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 | $72,219 | $132,049-45.3% | $200,582-64.0% | $74,304-2.8% |
| Participation rate | 97.6% | 84.1%+13.6pp | 86.9%+10.8pp | 60.3%+37.3pp |
| Annual return | 15.96% | 22.22%-6.3pp | 42.33%-26.4pp | 29.43%-13.5pp |
| Employer contribution / active EE | $599 | $4,558-86.8% | $6,419-90.7% | $2,241-73.3% |
| Participant deferral / active EE | $5,918 | $7,213-17.9% | $9,331-36.6% | $3,767+57.1% |
| Admin fee / account holder | $388 | $2,405-83.9% | $16,305-97.6% | $2,969-86.9% |