Filed October 18, 2004 (most recent of 2 filings on file)
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 10-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 |
|---|---|---|
JULY BUSINESS SERVICES3 years Filed as: JULY BUSINESS SERVICES LLC Service code 13 · EIN 74-2715820 P.O. BOX 2208 · WACO, TX 76703 | Contract Administrator | $101,451 |
Filed as: UMB RETIREMENT PLAN SERVICES Service code 27 1398 CENTRAL AVENUE · DUBUQUE, IA 52004 | Advisory (Plan) | $34,184 |
DUBUQUE BANK & TRUST COMPANY8 years Service code 15 · EIN 42-0223620 | Recordkeeping | $12,933 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,367 | $108,719+66.8% | $101,326+79.0% | $85,563+112.0% |
| Participation rate | 99.7% | 80.9%+18.8pp | 81.5%+18.2pp | 66.0%+33.7pp |
| Annual return | 10.37% | 20.95%-10.6pp | 36.82%-26.4pp | 31.51%-21.1pp |
| Employer contribution / active EE | $8,352 | $3,114+168.2% | $3,665+127.9% | $2,654+214.8% |
| Participant deferral / active EE | $7,433 | $8,545-13.0% | $7,994-7.0% | $4,375+69.9% |
| Admin fee / account holder | $332 | $685-51.6% | $11,185-97.0% | $834-60.2% |