Filed March 13, 2019 (most recent of 3 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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $15,204 |
WITZEL, LAWRENCE W.2+ years Service code 49 200 2ND AVE SE · CEDAR RAPIDS, IA 524011241 | Other Services | $4,684 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $89,516 | $63,905+40.1% | $74,183+20.7% | $57,658+55.3% |
| Participation rate | 99.3% | 79.8%+19.5pp | 76.6%+22.7pp | 70.2%+29.1pp |
| Annual return | 7.44% | 60.60%-53.2pp | 17.74%-10.3pp | 5.13%+2.3pp |
| Employer contribution / active EE | $3,264 | $1,840+77.4% | $2,370+37.7% | $1,974+65.4% |
| Participant deferral / active EE | $4,629 | $3,448+34.2% | $3,550+30.4% | $3,061+51.2% |
| Admin fee / account holder | $32 | $91-65.2% | $5,586-99.4% | $95-66.5% |