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 | $108,549-35.3% | $156,263-55.0% | $85,563-17.9% |
| Participation rate | 99.4% | 77.1%+22.3pp | 78.9%+20.5pp | 66.0%+33.4pp |
| Annual return | 15.08% | 21.79%-6.7pp | 59.47%-44.4pp | 31.51%-16.4pp |
| Employer contribution / active EE | $2,340 | $2,690-13.0% | $4,333-46.0% | $2,654-11.8% |
| Participant deferral / active EE | $3,755 | $4,800-21.8% | $6,158-39.0% | $4,375-14.2% |
| Admin fee / account holder | $227 | $650-65.1% | $14,255-98.4% | $834-72.8% |