Filed December 5, 2006
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 |
|---|---|---|
Service code 15 · EIN 36-4136186 2551 DIVISION ST SUITE 104 · JOLIET, IL 60435 | Recordkeeping | $15,537 |
Service code 15 · EIN 13-3689044 6400 C ST. SW · CEDAR RAPIDS, IA 52499 | Recordkeeping | $14,049 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,523 | $106,028-23.1% | $146,958-44.5% | $77,643+5.0% |
| Participation rate | 86.6% | 78.4%+8.2pp | 82.2%+4.4pp | 70.6%+16.0pp |
| Annual return | 14.62% | 56.73%-42.1pp | 418.34%-403.7pp | 31.24%-16.6pp |
| Employer contribution / active EE | $3,464 | $4,063-14.7% | $4,933-29.8% | $2,726+27.1% |
| Participant deferral / active EE | $7,995 | $7,990+0.1% | $8,070-0.9% | $4,647+72.0% |
| Admin fee / account holder | $287 | $337-15.0% | $12,998-97.8% | $430-33.3% |