Filed July 4, 2010
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 |
|---|---|---|
THE FINWAY GROUP2 years Filed as: THE FINWAY GROUP LLC Service code 13 5625 MILLS CIVIC PKWY, SUITE 101 · WEST DES MOINES, IA 50266 | Contract Administrator | $24,096 |
Filed as: GREAT WEST LIFE & ANNUITY INS. Service code 64 8515 EAST ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,195 |
Filed as: NORTHWEST WEALTH MANAGEMENT LLC Service code 27 705 GRAND AVE. · SPENCER, IA 51301 | Advisory (Plan) | $10,956 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,436 | $62,928-53.2% | $172,739-83.0% | $67,579-56.4% |
| Participation rate | 42.0% | 64.5%-22.5pp | 82.6%-40.7pp | 71.3%-29.3pp |
| Annual return | 27.71% | 30.36%-2.6pp | 802.84%-775.1pp | 378.56%-350.8pp |
| Employer contribution / active EE | $193 | $1,636-88.2% | $5,143-96.3% | $2,148-91.0% |
| Participant deferral / active EE | $852 | $2,145-60.3% | $5,198-83.6% | $3,539-75.9% |
| Admin fee / account holder | $268 | $167+60.8% | $13,954-98.1% | $142+88.4% |