Filed September 2, 2022
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 |
|---|---|---|
Service code 13 · EIN 42-0127290 710 9TH STREET · DES MOINES, IA 50309 | Contract Administrator | $12,052 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,563 | $50,820+38.8% | $155,567-54.6% | $77,671-9.2% |
| Participation rate | 52.2% | 63.1%-10.9pp | 78.2%-26.0pp | 70.6%-18.4pp |
| Annual return | 18.29% | 34.85%-16.6pp | 64.74%-46.4pp | 31.21%-12.9pp |
| Employer contribution / active EE | $2,334 | $1,993+17.1% | $4,674-50.1% | $2,726-14.4% |
| Participant deferral / active EE | $3,626 | $2,823+28.5% | $5,628-35.6% | $4,648-22.0% |
| Admin fee / account holder | $197 | $436-54.8% | $15,916-98.8% | $430-54.2% |