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 INC6 years Service code 27 3925 FOUNTAINS DR NE STE 200 · CEDAR RAPIDS, IA 52411 | Advisory (Plan) | $23,300 |
BERGANKDV LTD5 years Service code 99 PO BOX 1304 · ST CLOUD, MN 56302 | Other Fees | $15,250 |
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $1,452 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,296 | $76,050+98.9% | $96,544+56.7% | $71,457+111.7% |
| Participation rate | 77.7% | 74.4%+3.3pp | 76.0%+1.7pp | 67.9%+9.8pp |
| Annual return | 21.94% | 22.81%-0.9pp | 25.84%-3.9pp | 28.85%-6.9pp |
| Employer contribution / active EE | $3,220 | $2,244+43.5% | $2,965+8.6% | $2,588+24.4% |
| Participant deferral / active EE | $7,181 | $4,215+70.3% | $4,851+48.0% | $4,289+67.4% |
| Admin fee / account holder | $226 | $2,707-91.7% | $8,252-97.3% | $1,587-85.8% |