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 | $30,196 |
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $25,611 |
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 | $129,066 | $65,557+96.9% | $64,056+101.5% | $71,457+80.6% |
| Participation rate | 61.5% | 73.2%-11.6pp | 72.3%-10.8pp | 67.9%-6.4pp |
| Annual return | 17.94% | 18.94%-1.0pp | 33.69%-15.7pp | 28.85%-10.9pp |
| Employer contribution / active EE | $4,086 | $2,669+53.1% | $2,747+48.8% | $2,588+57.9% |
| Participant deferral / active EE | $3,810 | $3,626+5.1% | $3,880-1.8% | $4,289-11.2% |
| Admin fee / account holder | $140 | $616-77.3% | $3,068-95.4% | $1,587-91.2% |