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 |
|---|---|---|
BGHN ASSOCIATES, P.C.2 years Service code 10 · EIN 42-1508032 1845 51ST STREET NE · CEDAR RAPIDS, IA 52402 | Accounting | $7,300 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,276 | $111,608-10.2% | $177,821-43.6% | $73,409+36.6% |
| Participation rate | 96.5% | 87.9%+8.6pp | 87.7%+8.7pp | 72.2%+24.3pp |
| Annual return | 17.34% | 18.23%-0.9pp | 48.32%-31.0pp | 59.29%-41.9pp |
| Employer contribution / active EE | $3,175 | $3,796-16.3% | $5,918-46.3% | $2,234+42.2% |
| Participant deferral / active EE | $4,191 | $6,199-32.4% | $7,714-45.7% | $3,805+10.1% |
| Admin fee / account holder | $11 | $166-93.1% | $12,427-99.9% | $158-92.8% |