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 | Other fees; Securities brokerage | $33,307 |
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $24,272 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $113,037 | $60,989+85.3% | $60,874+85.7% | $66,914+68.9% |
| Participation rate | 54.2% | 74.5%-20.2pp | 73.1%-18.9pp | 69.8%-15.6pp |
| Annual return | -12.59% | -9.60%-3.0pp | 16.90%-29.5pp | 1.58%-14.2pp |
| Employer contribution / active EE | $3,207 | $2,661+20.5% | $2,701+18.7% | $2,544+26.0% |
| Participant deferral / active EE | $2,847 | $3,615-21.2% | $3,817-25.4% | $4,237-32.8% |
| Admin fee / account holder | $141 | $338-58.2% | $3,224-95.6% | $593-76.2% |