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 | $33,870 |
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $30,542 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $132,965 | $69,763+90.6% | $67,502+97.0% | $74,495+78.5% |
| Participation rate | 64.0% | 71.4%-7.4pp | 72.9%-8.9pp | 67.2%-3.2pp |
| Annual return | 11.40% | -40.34%+51.7pp | 3512.12%-3500.7pp | 1364.94%-1353.5pp |
| Employer contribution / active EE | $4,413 | $2,704+63.2% | $2,731+61.6% | $2,623+68.2% |
| Participant deferral / active EE | $4,185 | $3,636+15.1% | $4,000+4.6% | $4,346-3.7% |
| Admin fee / account holder | $158 | $896-82.4% | $3,998-96.0% | $1,942-91.9% |