Filed August 30, 2006
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 |
|---|---|---|
HILLS BANK AND TRUST COMPANY10+ years Service code 27 · EIN 42-0310580 590 WEST FOREVERGREEN RD · NORTH LIBERTY, IA 52317 | Advisory (Plan) | $112,129 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,284 | $116,081-39.5% | $156,181-55.0% | $79,634-11.7% |
| Participation rate | 99.4% | 75.6%+23.8pp | 78.8%+20.6pp | 62.5%+36.9pp |
| Annual return | 15.08% | 15.89%-0.8pp | 64.87%-49.8pp | 36.46%-21.4pp |
| Employer contribution / active EE | $2,340 | $2,828-17.3% | $4,294-45.5% | $2,529-7.5% |
| Participant deferral / active EE | $3,755 | $4,584-18.1% | $6,132-38.8% | $3,835-2.1% |
| Admin fee / account holder | $227 | $854-73.4% | $14,586-98.4% | $1,002-77.3% |