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 |
|---|---|---|
Service code 27 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $53,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $34,846 |
Filed as: MORGAN STANLEY GLOBAL BANKING OPER Service code 26 · EIN 26-4310632 | Advisory (Participants) | $15,000 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,298 | $155,795-22.8% | $136,294-11.7% | $69,631+72.8% |
| Participation rate | 95.3% | 75.2%+20.0pp | 81.9%+13.4pp | 70.7%+24.6pp |
| Annual return | 44.23% | 232464.33%-232420.1pp | 5155.94%-5111.7pp | 27571.02%-27526.8pp |
| Employer contribution / active EE | $2,168 | $2,991-27.5% | $4,695-53.8% | $2,032+6.7% |
| Participant deferral / active EE | $5,939 | $5,394+10.1% | $6,247-4.9% | $3,224+84.2% |
| Admin fee / account holder | $104 | $128-18.7% | $9,243-98.9% | $110-5.6% |