Filed September 5, 1991
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 9-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 |
|---|---|---|
Service code 27 4000 RIVER RIDGE DR NE · CEDAR RAPIDS, IA 52402 | Advisory (Plan) | $8,957 |
CAPTIAL BANK AND TRUST1 year Filed as: CAPTIAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $450 |
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 | $94,202 | $59,186+59.2% | $76,768+22.7% | $56,287+67.4% |
| Participation rate | 77.2% | 75.2%+2.0pp | 77.0%+0.3pp | 69.9%+7.4pp |
| Annual return | -8.38% | 6.62%-15.0pp | 2.43%-10.8pp | -9.96%+1.6pp |
| Employer contribution / active EE | $2,042 | $1,759+16.1% | $2,485-17.8% | $2,111-3.3% |
| Participant deferral / active EE | $2,664 | $3,255-18.2% | $3,852-30.8% | $3,350-20.5% |
| Admin fee / account holder | $3 | $489-99.4% | $6,675-100.0% | $521-99.5% |