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 |
|---|---|---|
BOHR, DAHM, GREIF & ASSOCIATES4+ years Service code 10 · EIN 42-1508032 1845 51ST STREET NE · CEDAR RAPIDS, IA 52402 | Accounting | $6,550 |
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 | $80,485 | $80,005+0.6% | $140,016-42.5% | $55,725+44.4% |
| Participation rate | 88.6% | 87.0%+1.6pp | 87.5%+1.1pp | 70.9%+17.8pp |
| Annual return | -6.46% | 0.46%-6.9pp | 651.12%-657.6pp | 244.93%-251.4pp |
| Employer contribution / active EE | $2,656 | $3,403-21.9% | $5,606-52.6% | $2,078+27.8% |
| Participant deferral / active EE | $3,358 | $5,264-36.2% | $6,927-51.5% | $3,356+0.1% |
| Admin fee / account holder | $12 | $116-89.4% | $10,705-99.9% | $115-89.4% |