Filed February 1, 2013 (most recent of 2 filings on file)
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 |
|---|---|---|
HILLS BANK AND TRUST COMPANY2+ years Service code 13 · EIN 42-0310580 590 WEST FOREVERGREEN RD · NORTH LIBERTY, IA 52317 | Contract Administrator | $29,421 |
HOLLAND & KNIGHT2+ years Filed as: HOLLAND & KNIGHT, LLP Service code 29 · EIN 59-0663819 131 SOUTH DEARBORN STREET · CHICAGO, IL 60603 | Legal | $6,379 |
BOHR, DAHM, GREIF & ASSOCIATES2+ years Service code 10 · EIN 42-1508032 1845 51ST STREET NE · CEDAR RAPIDS, IA 52402 | Accounting | $6,080 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,304 | $71,802+39.7% | $133,980-25.1% | $57,658+74.0% |
| Participation rate | 99.2% | 85.5%+13.8pp | 87.1%+12.2pp | 70.2%+29.0pp |
| Annual return | 13.62% | 13.51%+0.1pp | 29.30%-15.7pp | 5.13%+8.5pp |
| Employer contribution / active EE | $2,389 | $3,161-24.4% | $5,211-54.2% | $1,974+21.0% |
| Participant deferral / active EE | $0 | $4,606-100.0% | $6,282-100.0% | $3,061-100.0% |
| Admin fee / account holder | $82 | $88-6.9% | $9,324-99.1% | $95-13.6% |