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 |
|---|---|---|
NATIONS FINANCIAL GROUP INC2 years Service code 27 4000 RIVER RIDGE DR NE · CEDAR RAPIDS, IA 52402 | Advisory (Plan) | $16,358 |
BERGANKDV LTD1 year Service code 22 PO BOX 1304 · ST CLOUD, MN 56302 | Insurance Broker | $14,000 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $850 |
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 | $103,422 | $65,376+58.2% | $87,100+18.7% | $65,185+58.7% |
| Participation rate | 77.0% | 75.3%+1.6pp | 76.9%+0.1pp | 70.2%+6.8pp |
| Annual return | 23.65% | 31.27%-7.6pp | 28.19%-4.5pp | 29.38%-5.7pp |
| Employer contribution / active EE | $1,296 | $1,822-28.9% | $2,521-48.6% | $2,177-40.4% |
| Participant deferral / active EE | $6,011 | $3,388+77.4% | $4,049+48.5% | $3,514+71.1% |
| Admin fee / account holder | $5 | $520-99.0% | $7,497-99.9% | $847-99.4% |