Filed August 29, 2006
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 33 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 52555 | Securities brokerage; Other fees | $27,539 |
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $19,546 |
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 | $118,076 | $65,322+80.8% | $70,449+67.6% | $73,488+60.7% |
| Participation rate | 70.7% | 77.0%-6.2pp | 75.1%-4.3pp | 70.7%+0.1pp |
| Annual return | 13.34% | 15.71%-2.4pp | 109.03%-95.7pp | 28.51%-15.2pp |
| Employer contribution / active EE | $4,225 | $2,460+71.8% | $2,737+54.4% | $2,270+86.1% |
| Participant deferral / active EE | $3,665 | $3,375+8.6% | $3,709-1.2% | $3,740-2.0% |
| Admin fee / account holder | $115 | $214-46.2% | $3,845-97.0% | $513-77.6% |