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 INC5 years Filed as: NATIONS FINANCIAL GROUP INC. Service code 27 4000 RIVER RIDGE DR NE · CEDAR RAPIDS, LA 52402 | Advisory (Plan) | $23,095 |
BERGANKDV LTD3 years Service code 10 · EIN 41-1431613 | Accounting | $8,200 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $1,054 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,280 | $84,936+94.6% | $111,297+48.5% | $79,386+108.2% |
| Participation rate | 80.7% | 75.9%+4.8pp | 77.3%+3.4pp | 70.7%+10.0pp |
| Annual return | 19.37% | 17.45%+1.9pp | 54.65%-35.3pp | 116.85%-97.5pp |
| Employer contribution / active EE | $5,500 | $1,979+177.9% | $2,731+101.4% | $2,427+126.6% |
| Participant deferral / active EE | $6,803 | $3,888+75.0% | $4,487+51.6% | $4,046+68.2% |
| Admin fee / account holder | $423 | $537-21.2% | $7,964-94.7% | $626-32.4% |