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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $50,288 |
WITZEL, LAWRENCE W.2+ years Service code 49 200 2ND AVE SE · CEDAR RAPIDS, IA 524011241 | Other Services | $20,229 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $8,450 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $13,022 | $44,989-71.1% | $170,442-92.4% | $77,958-83.3% |
| Participation rate | 91.9% | 64.6%+27.3pp | 83.6%+8.3pp | 71.6%+20.2pp |
| Annual return | 13.36% | 19.61%-6.3pp | 205.93%-192.6pp | 20.87%-7.5pp |
| Employer contribution / active EE | $572 | $1,466-61.0% | $5,433-89.5% | $2,310-75.2% |
| Participant deferral / active EE | $1,375 | $2,208-37.7% | $4,939-72.2% | $3,537-61.1% |
| Admin fee / account holder | $30 | $69-57.2% | $13,880-99.8% | $97-69.7% |