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 INVESTMENTS7+ years Filed as: TOROSO INVESTMENT LLC Service code 27 · EIN 45-4779500 | Advisory (Plan) | $33,637 |
DUBUQUE BANK & TRUST COMPANY3 years Filed as: DUBUQUE BANK & TRUST Service code 15 · EIN 42-0223620 | Recordkeeping | $15,549 |
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 | $24,500 | $56,485-56.6% | $185,823-86.8% | $86,799-71.8% |
| Participation rate | 78.9% | 65.5%+13.5pp | 81.7%-2.8pp | 72.3%+6.7pp |
| Annual return | 17.34% | 118.04%-100.7pp | 122.05%-104.7pp | 97.91%-80.6pp |
| Employer contribution / active EE | $187 | $1,843-89.8% | $5,167-96.4% | $2,405-92.2% |
| Participant deferral / active EE | $2,117 | $2,553-17.1% | $5,568-62.0% | $4,131-48.8% |
| Admin fee / account holder | $169 | $150+13.0% | $16,237-99.0% | $170-0.3% |