See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 52556 | Advisory (Plan) | $5,932 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,168 | $49,915-21.5% | $154,803-74.7% | $74,304-47.3% |
| Participation rate | 35.4% | 54.0%-18.5pp | 78.1%-42.7pp | 60.3%-24.9pp |
| Annual return | 11.89% | 34.06%-22.2pp | 58.88%-47.0pp | 29.43%-17.5pp |
| Employer contribution / active EE | $908 | $1,611-43.7% | $4,305-78.9% | $2,241-59.5% |
| Participant deferral / active EE | $1,458 | $2,255-35.3% | $5,540-73.7% | $3,767-61.3% |
| Admin fee / account holder | $62 | $2,189-97.1% | $14,329-99.6% | $2,969-97.9% |