Filed September 28, 1992
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 |
|---|---|---|
LION STREET ADVISORS LLC2 years Service code 27 · EIN 80-0946231 515 CONGRESS AVE. STE 2500 · AUSTIN, TX 78701 | Advisory (Plan) | $32,823 |
THE FINWAY GROUP1 year Service code 13 5625 MILLS CIVIC PKWY, STE. 101 · WEST DES MOINE, IA 50266 | Contract Administrator | $30,488 |
Filed as: EMPOWER ANNUITY INS. CO OF AMERICA Service code 64 · EIN 84-0467907 8515 EAST ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,749 |
HK FINANCIAL SERVICES2 years Filed as: HONKAMP KRUEGER & CO, PC Service code 10 · EIN 42-0946155 2345 JOHN F. KENNEDY RD. · DUBUQUE, IA 520040699 | Accounting | $10,750 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,728 | $72,254-43.6% | $86,677-53.0% | $64,808-37.2% |
| Participation rate | 86.9% | 80.4%+6.5pp | 76.6%+10.3pp | 71.5%+15.5pp |
| Annual return | -11.99% | 392.42%-404.4pp | 35.91%-47.9pp | 32.82%-44.8pp |
| Employer contribution / active EE | $1,577 | $2,393-34.1% | $2,836-44.4% | $2,506-37.1% |
| Participant deferral / active EE | $3,683 | $4,658-20.9% | $4,656-20.9% | $4,310-14.6% |
| Admin fee / account holder | $131 | $174-24.6% | $7,493-98.3% | $188-30.2% |