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 INVESTMENTS6+ years Filed as: TOROSO INVESTMENT LLC Service code 27 · EIN 45-4779500 | Advisory (Plan) | $26,903 |
DUBUQUE BANK & TRUST COMPANY2 years Filed as: DUBUQUE BANK & TRUST Service code 15 · EIN 42-0223620 | Recordkeeping | $26,279 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,143 | $58,879-57.3% | $178,490-85.9% | $73,488-65.8% |
| Participation rate | 80.8% | 66.2%+14.6pp | 81.9%-1.1pp | 70.7%+10.1pp |
| Annual return | 13.67% | 24.86%-11.2pp | 151.07%-137.4pp | 28.51%-14.8pp |
| Employer contribution / active EE | $224 | $2,236-90.0% | $5,011-95.5% | $2,270-90.2% |
| Participant deferral / active EE | $2,209 | $2,567-13.9% | $5,202-57.5% | $3,740-40.9% |
| Admin fee / account holder | $228 | $400-43.0% | $13,984-98.4% | $513-55.5% |