Filed May 6, 2012
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 9-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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $25,840 |
WITZEL, LAWRENCE W.1+ years Service code 49 200 2ND AVE SE · CEDAR RAPIDS, IA 524011241 | Other Services | $21,194 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,144 | $36,916-69.8% | $156,549-92.9% | $57,658-80.7% |
| Participation rate | 94.1% | 63.4%+30.7pp | 84.0%+10.1pp | 70.2%+23.9pp |
| Annual return | 35.62% | 12.38%+23.2pp | 32.23%+3.4pp | 5.13%+30.5pp |
| Employer contribution / active EE | $508 | $1,571-67.7% | $5,501-90.8% | $1,974-74.3% |
| Participant deferral / active EE | $1,165 | $1,926-39.5% | $4,871-76.1% | $3,061-61.9% |
| Admin fee / account holder | $24 | $82-70.6% | $13,027-99.8% | $95-74.3% |