Filed May 15, 2013 (most recent of 5 filings on file)
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 |
|---|---|---|
WITZEL, LAWRENCE W.1+ years Service code 49 200 2ND AVE SE · CEDAR RAPIDS, IA 524011241 | Other Services | $8,320 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,843 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,181 | $55,182+63.4% | $73,307+23.0% | $55,191+63.4% |
| Participation rate | 98.4% | 73.9%+24.5pp | 74.9%+23.5pp | 69.2%+29.3pp |
| Annual return | 48.99% | 8.55%+40.4pp | 5.67%+43.3pp | 10.78%+38.2pp |
| Employer contribution / active EE | $1,079 | $1,935-44.2% | $3,237-66.7% | $1,899-43.2% |
| Participant deferral / active EE | $4,325 | $4,641-6.8% | $4,991-13.4% | $3,046+42.0% |
| Admin fee / account holder | $11 | $68-84.1% | $5,637-99.8% | $91-88.0% |