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 | $8,580 |
BOHR, DAHM, GREIF & ASSOCIATES2+ years Service code 10 · EIN 42-1508032 1845 51ST STREET NE · CEDAR RAPIDS, IA 52402 | Accounting | $6,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,011 | $71,802+7.3% | $133,980-42.5% | $57,658+33.6% |
| Participation rate | 85.7% | 85.5%+0.2pp | 87.1%-1.4pp | 70.2%+15.5pp |
| Annual return | 8.94% | 13.51%-4.6pp | 29.30%-20.4pp | 5.13%+3.8pp |
| Employer contribution / active EE | $2,470 | $3,161-21.9% | $5,211-52.6% | $1,974+25.1% |
| Participant deferral / active EE | $3,158 | $4,606-31.4% | $6,282-49.7% | $3,061+3.2% |
| Admin fee / account holder | $30 | $88-65.7% | $9,324-99.7% | $95-68.2% |