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 COMPANY3+ years Service code 13 · EIN 42-0310580 590 WEST FOREVERGREEN RD · NORTH LIBERTY, IA 52317 | Contract Administrator | $29,019 |
HOLLAND & KNIGHT3+ years Filed as: HOLLAND & KNIGHT, LLP Service code 29 · EIN 59-0663819 131 SOUTH DEARBORN STREET · CHICAGO, IL 60603 | Legal | $28,007 |
BOHR, DAHM, GREIF & ASSOCIATES3+ years Service code 10 · EIN 42-1508032 1845 51ST STREET NE · CEDAR RAPIDS, IA 52402 | Accounting | $6,050 |
Annual investment return 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 | $99,066 | $81,537+21.5% | $149,718-33.8% | $69,631+42.3% |
| Participation rate | 99.3% | 86.1%+13.2pp | 87.1%+12.2pp | 70.7%+28.6pp |
| Annual return | 12.35% | 22.79%-10.4pp | 1501.63%-1489.3pp | 27571.02%-27558.7pp |
| Employer contribution / active EE | $2,387 | $3,239-26.3% | $5,445-56.2% | $2,032+17.5% |
| Participant deferral / active EE | $0 | $4,994-100.0% | $6,569-100.0% | $3,224-100.0% |
| Admin fee / account holder | $113 | $107+5.8% | $11,283-99.0% | $110+2.4% |