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 COMPANY2+ years Service code 15 · EIN 42-0127385 | Recordkeeping | $183,681 |
SCHNURR & COMPANY LLP2+ years Service code 10 218 SE 16TH ST STE 101 · AMES, IA 50010 | Accounting | $6,180 |
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.
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 | $77,526 | $69,305+11.9% | $82,313-5.8% | $69,631+11.3% |
| Participation rate | 99.3% | 80.3%+19.1pp | 76.9%+22.4pp | 70.7%+28.7pp |
| Annual return | 5.86% | 21.47%-15.6pp | 25.88%-20.0pp | 27571.02%-27565.2pp |
| Employer contribution / active EE | $946 | $1,887-49.9% | $2,428-61.1% | $2,032-53.5% |
| Participant deferral / active EE | $2,514 | $3,568-29.6% | $3,706-32.2% | $3,224-22.0% |
| Admin fee / account holder | $373 | $97+283.8% | $5,608-93.3% | $110+237.8% |