Filed September 20, 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 52556 | Securities brokerage; Other fees | $16,867 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,842 | $62,928-73.2% | $172,739-90.3% | $67,579-75.1% |
| Participation rate | 87.3% | 64.5%+22.9pp | 82.6%+4.7pp | 71.3%+16.1pp |
| Annual return | 19.76% | 30.36%-10.6pp | 802.84%-783.1pp | 378.56%-358.8pp |
| Employer contribution / active EE | $888 | $1,636-45.7% | $5,143-82.7% | $2,148-58.7% |
| Participant deferral / active EE | $1,536 | $2,145-28.4% | $5,198-70.4% | $3,539-56.6% |
| Admin fee / account holder | $98 | $167-41.2% | $13,954-99.3% | $142-31.2% |