Filed September 6, 1990
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 |
|---|---|---|
Filed as: HTLF RETIREMENT PLAN SERVICES Service code 26 1398 CENTRAL AVENUE · DUBUQUE, LA 52004 | Advisory (Participants) | $27,462 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,442 | $81,248-68.7% | $155,509-83.6% | $80,856-68.5% |
| Participation rate | 80.5% | 66.2%+14.3pp | 78.2%+2.3pp | 67.6%+12.9pp |
| Annual return | 13.26% | 33.31%-20.0pp | 64.67%-51.4pp | 35.59%-22.3pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,494 | $3,452-27.7% | $5,626-55.7% | $4,296-41.9% |
| Admin fee / account holder | $344 | $7,997-95.7% | $15,912-97.8% | $6,918-95.0% |