Filed June 8, 2009
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 |
|---|---|---|
TOROSO INVESTMENTS5+ years Filed as: TOROSO INVESTMENT LLC Service code 27 · EIN 45-4779500 | Advisory (Plan) | $24,865 |
Filed as: DUBUQUE BANK & TRUST Service code 15 · EIN 42-0223620 | Recordkeeping | $24,173 |
Employer contribution per participant 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 | $20,858 | $52,953-60.6% | $172,739-87.9% | $65,185-68.0% |
| Participation rate | 82.4% | 66.2%+16.2pp | 82.6%-0.2pp | 70.2%+12.2pp |
| Annual return | 21.38% | 30.12%-8.7pp | 802.84%-781.5pp | 29.38%-8.0pp |
| Employer contribution / active EE | $254 | $2,190-88.4% | $5,143-95.1% | $2,177-88.3% |
| Participant deferral / active EE | $2,179 | $2,471-11.8% | $5,198-58.1% | $3,514-38.0% |
| Admin fee / account holder | $210 | $472-55.6% | $13,954-98.5% | $847-75.2% |