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 COMPANY1+ years Service code 27 · EIN 42-0310580 590 WEST FOREVERGREEN RD · NORTH LIBERTY, IA 52317 | Advisory (Plan) | $54,415 |
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 | $46,885 | $63,924-26.7% | $108,579-56.8% | $55,167-15.0% |
| Participation rate | 98.4% | 74.3%+24.0pp | 79.6%+18.8pp | 69.0%+29.4pp |
| Annual return | 3.33% | 15.31%-12.0pp | -51.70%+55.0pp | 169.23%-165.9pp |
| Employer contribution / active EE | $1,209 | $1,879-35.6% | $3,758-67.8% | $1,963-38.4% |
| Participant deferral / active EE | $2,369 | $3,067-22.8% | $4,311-45.1% | $3,054-22.4% |
| Admin fee / account holder | $174 | $618-71.8% | $7,645-97.7% | $504-65.4% |