Filed May 10, 2011 (most recent of 5 filings on file)
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 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $19,245 |
NEWPORT GROUP, INC.3 years Service code 15 · EIN 27-2037969 | Recordkeeping | $13,132 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,484 |
IOWA STATE BANK1 year Filed as: IOWA INTERSTATE RAILROAD LTD Service code 99 5900 6TH STREET SW · CEDAR RAPIDS, IA 52404 | Other Fees | $2,160 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $123 |
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 | $49,852 | $42,396+17.6% | $67,313-25.9% | $56,287-11.4% |
| Participation rate | 96.2% | 61.0%+35.2pp | 69.1%+27.1pp | 69.9%+26.3pp |
| Annual return | -5.56% | -36.63%+31.1pp | -4.08%-1.5pp | -9.96%+4.4pp |
| Employer contribution / active EE | $1,369 | $1,414-3.1% | $2,566-46.6% | $2,111-35.1% |
| Participant deferral / active EE | $4,085 | $2,360+73.1% | $3,568+14.5% | $3,350+22.0% |
| Admin fee / account holder | $143 | $510-72.0% | $4,507-96.8% | $521-72.6% |