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 | $8,981 |
BOHR, DAHM, GREIF & ASSOCIATES3+ years Service code 10 · EIN 42-1508032 1845 51ST STREET NE · CEDAR RAPIDS, IA 52402 | Accounting | $6,050 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,418 | $81,537+6.0% | $149,718-42.3% | $69,631+24.1% |
| Participation rate | 89.5% | 86.1%+3.4pp | 87.1%+2.4pp | 70.7%+18.8pp |
| Annual return | 18.38% | 22.79%-4.4pp | 1501.63%-1483.2pp | 27571.02%-27552.6pp |
| Employer contribution / active EE | $2,578 | $3,239-20.4% | $5,445-52.6% | $2,032+26.9% |
| Participant deferral / active EE | $3,292 | $4,994-34.1% | $6,569-49.9% | $3,224+2.1% |
| Admin fee / account holder | $29 | $107-73.0% | $11,283-99.7% | $110-73.8% |