Filed January 22, 1998
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 |
|---|---|---|
BANKERS TRUST COMPANY1+ years Service code 15 · EIN 42-0127385 | Recordkeeping | $170,198 |
SCHNURR & COMPANY LLP1+ years Service code 10 218 SE 16TH ST STE 101 · AMES, IA 50010 | Accounting | $5,800 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $73,085 | $63,905+14.4% | $74,183-1.5% | $57,658+26.8% |
| Participation rate | 99.8% | 79.8%+20.0pp | 76.6%+23.2pp | 70.2%+29.6pp |
| Annual return | 3.11% | 60.60%-57.5pp | 17.74%-14.6pp | 5.13%-2.0pp |
| Employer contribution / active EE | $827 | $1,840-55.0% | $2,370-65.1% | $1,974-58.1% |
| Participant deferral / active EE | $2,163 | $3,448-37.3% | $3,550-39.1% | $3,061-29.3% |
| Admin fee / account holder | $346 | $91+279.7% | $5,586-93.8% | $95+265.8% |