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 Service code 27 4000 RIVER RIDGE DR NE · CEDAR RAPIDS, IA 52402 | Advisory (Plan) | $23,814 |
BERGANKDV LTD4 years Service code 10 PO BOX 1304 · ST. CLOUD, MN 56302 | Accounting | $4,200 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $900 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,520 | $65,435+88.8% | $86,677+42.5% | $66,914+84.6% |
| Participation rate | 82.1% | 75.5%+6.6pp | 76.6%+5.5pp | 69.8%+12.2pp |
| Annual return | -20.04% | -10.89%-9.2pp | 35.91%-55.9pp | 1.58%-21.6pp |
| Employer contribution / active EE | $3,200 | $2,153+48.6% | $2,836+12.8% | $2,544+25.8% |
| Participant deferral / active EE | $7,024 | $4,100+71.3% | $4,656+50.9% | $4,237+65.8% |
| Admin fee / account holder | $163 | $642-74.5% | $7,493-97.8% | $593-72.5% |