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 INC7 years Service code 27 3925 FOUNTAINS DR NE STE 200 · CEDAR RAPIDS, IA 52411 | Advisory (Plan) | $26,998 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $21,141 |
BERGANKDV LTD6 years Service code 99 PO BOX 1304 · ST CLOUD, MN 56302 | Other Fees | $16,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $165,894 | $79,171+109.5% | $102,423+62.0% | $74,495+122.7% |
| Participation rate | 79.1% | 74.8%+4.3pp | 76.5%+2.6pp | 67.2%+11.9pp |
| Annual return | 15.27% | 54.93%-39.7pp | 29.32%-14.1pp | 1364.94%-1349.7pp |
| Employer contribution / active EE | $3,172 | $2,362+34.3% | $3,023+4.9% | $2,623+20.9% |
| Participant deferral / active EE | $7,607 | $4,415+72.3% | $5,053+50.6% | $4,346+75.0% |
| Admin fee / account holder | $694 | $2,001-65.3% | $9,451-92.7% | $1,942-64.2% |