Filed November 8, 2014 (most recent of 2 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 |
|---|---|---|
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $41,077 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $27,947 |
WITZEL, LAWRENCE W.1 year Service code 49 200 2ND AVE SE · CEDAR RAPIDS, IA 524011241 | Other Services | $5,939 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer contribution per participant 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 | $85,597 | $89,274-4.1% | $149,718-42.8% | $77,958+9.8% |
| Participation rate | 98.0% | 87.6%+10.4pp | 87.1%+11.0pp | 71.6%+26.4pp |
| Annual return | 16.71% | 20.36%-3.7pp | 1501.63%-1484.9pp | 20.87%-4.2pp |
| Employer contribution / active EE | $648 | $3,727-82.6% | $5,445-88.1% | $2,310-72.0% |
| Participant deferral / active EE | $5,623 | $5,382+4.5% | $6,569-14.4% | $3,537+59.0% |
| Admin fee / account holder | $21 | $240-91.2% | $11,283-99.8% | $97-78.3% |