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.5 years Service code 10 · EIN 42-1508032 1845 51ST STREET NE · CEDAR RAPIDS, IA 52402 | Accounting | $9,800 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,618 | $100,227+2.4% | $169,993-39.6% | $74,419+37.9% |
| Participation rate | 97.5% | 87.3%+10.2pp | 87.0%+10.5pp | 70.7%+26.8pp |
| Annual return | 20.98% | 66.08%-45.1pp | 53.37%-32.4pp | 34.38%-13.4pp |
| Employer contribution / active EE | $3,528 | $4,263-17.3% | $6,785-48.0% | $2,637+33.8% |
| Participant deferral / active EE | $4,753 | $7,143-33.5% | $10,408-54.3% | $4,528+5.0% |
| Admin fee / account holder | $14 | $234-94.2% | $12,815-99.9% | $348-96.1% |