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 INVESTMENTS8+ years Filed as: TOROSO INVESTMENT LLC Service code 27 · EIN 45-4779500 | Advisory (Plan) | $24,476 |
DUBUQUE BANK & TRUST COMPANY4 years Filed as: DUBUQUE BANK & TRUST Service code 15 · EIN 42-0223620 | Recordkeeping | $15,934 |
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 | $21,671 | $46,292-53.2% | $143,757-84.9% | $64,808-66.6% |
| Participation rate | 81.5% | 64.2%+17.3pp | 80.3%+1.2pp | 71.5%+10.0pp |
| Annual return | -17.21% | -10.05%-7.2pp | -0.04%-17.2pp | 32.82%-50.0pp |
| Employer contribution / active EE | $245 | $1,910-87.2% | $4,951-95.0% | $2,506-90.2% |
| Participant deferral / active EE | $2,534 | $2,646-4.2% | $5,637-55.1% | $4,310-41.2% |
| Admin fee / account holder | $145 | $154-5.5% | $14,673-99.0% | $188-22.6% |