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 INVESTMENTS9+ years Filed as: TOROSO INVESTMENT LLC Service code 27 · EIN 45-4779500 | Advisory (Plan) | $38,875 |
DUBUQUE BANK & TRUST COMPANY5 years Filed as: DUBUQUE BANK & TRUST Service code 15 · EIN 42-0223620 | Recordkeeping | $11,269 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,137 | $61,272-55.7% | $149,673-81.9% | $71,457-62.0% |
| Participation rate | 81.9% | 62.5%+19.4pp | 78.8%+3.1pp | 67.9%+14.0pp |
| Annual return | 17.74% | 35.85%-18.1pp | 134.42%-116.7pp | 28.85%-11.1pp |
| Employer contribution / active EE | $347 | $2,378-85.4% | $4,818-92.8% | $2,588-86.6% |
| Participant deferral / active EE | $2,842 | $2,917-2.6% | $5,680-50.0% | $4,289-33.7% |
| Admin fee / account holder | $181 | $1,261-85.6% | $13,210-98.6% | $1,587-88.6% |