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.2+ years Service code 49 200 2ND AVE SE · CEDAR RAPIDS, IA 524011241 | Other Services | $10,169 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,762 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,254 | $65,820+14.3% | $108,745-30.8% | $57,658+30.5% |
| Participation rate | 93.5% | 72.7%+20.8pp | 77.7%+15.9pp | 70.2%+23.3pp |
| Annual return | -8.33% | 21.32%-29.7pp | 46.22%-54.6pp | 5.13%-13.5pp |
| Employer contribution / active EE | $1,841 | $2,285-19.4% | $3,323-44.6% | $1,974-6.7% |
| Participant deferral / active EE | $3,778 | $3,578+5.6% | $5,121-26.2% | $3,061+23.4% |
| Admin fee / account holder | $15 | $91-83.4% | $6,144-99.8% | $95-84.0% |