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 INC3 years Service code 27 4000 RIVER RIDGE DR NE · CEDAR RAPIDS, IA 52402 | Advisory (Plan) | $16,670 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $650 |
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 | $131,889 | $73,638+79.1% | $95,952+37.5% | $73,488+79.5% |
| Participation rate | 79.0% | 76.2%+2.9pp | 77.1%+1.9pp | 70.7%+8.3pp |
| Annual return | 26.36% | 16.78%+9.6pp | 91.61%-65.3pp | 28.51%-2.2pp |
| Employer contribution / active EE | $2,418 | $1,863+29.8% | $2,541-4.8% | $2,270+6.5% |
| Participant deferral / active EE | $6,057 | $3,617+67.5% | $4,167+45.4% | $3,740+62.0% |
| Admin fee / account holder | $132 | $482-72.5% | $6,795-98.1% | $513-74.2% |