Filed February 1, 2003
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 | Contract Administrator | $109,849 |
WEALTH ADVISORS OF IOWA, LLC5 years Service code 27 · EIN 42-1478310 | Advisory (Plan) | $51,931 |
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 | $92,398 | $106,028-12.9% | $146,958-37.1% | $77,643+19.0% |
| Participation rate | 98.9% | 78.4%+20.5pp | 82.2%+16.7pp | 70.6%+28.3pp |
| Annual return | 18.28% | 56.73%-38.5pp | 418.34%-400.1pp | 31.24%-13.0pp |
| Employer contribution / active EE | $2,885 | $4,063-29.0% | $4,933-41.5% | $2,726+5.8% |
| Participant deferral / active EE | $8,787 | $7,990+10.0% | $8,070+8.9% | $4,647+89.1% |
| Admin fee / account holder | $330 | $337-2.2% | $12,998-97.5% | $430-23.4% |