Filed December 23, 1992
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 99 · EIN 20-1665305 1776 PLEASANT PLAN ROAD · FAIRFIELD, IA 52556 | Other Fees | $34,756 |
THE AIMPOINT GROUP1 year Service code 27 · EIN 46-1931817 PO BOX 1586 · POMPANO BEACH, FL 33061 | Advisory (Plan) | $3,294 |
MORNINGSTAR1 year Service code 27 · EIN 36-3297908 22 WEST WASHINGTON ST · CHICAGO, IL 60602 | Advisory (Plan) | $963 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $20,725 | $98,727-79.0% | $113,168-81.7% | $85,563-75.8% |
| Participation rate | 84.3% | 80.8%+3.4pp | 76.6%+7.7pp | 66.0%+18.3pp |
| Annual return | 14.80% | 17.43%-2.6pp | 24.27%-9.5pp | 31.51%-16.7pp |
| Employer contribution / active EE | $673 | $2,907-76.9% | $2,975-77.4% | $2,654-74.6% |
| Participant deferral / active EE | $2,382 | $5,424-56.1% | $5,107-53.4% | $4,375-45.6% |
| Admin fee / account holder | $88 | $357-75.3% | $12,068-99.3% | $834-89.5% |