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 | Other fees; Securities brokerage | $26,131 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,555 | $52,293-64.5% | $178,490-89.6% | $73,409-74.7% |
| Participation rate | 89.3% | 65.3%+24.0pp | 81.9%+7.4pp | 72.2%+17.2pp |
| Annual return | 14.63% | 34.75%-20.1pp | 151.07%-136.4pp | 59.29%-44.7pp |
| Employer contribution / active EE | $1,136 | $1,735-34.5% | $5,011-77.3% | $2,234-49.1% |
| Participant deferral / active EE | $1,792 | $2,332-23.2% | $5,202-65.6% | $3,805-52.9% |
| Admin fee / account holder | $102 | $127-20.0% | $13,984-99.3% | $158-35.4% |