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) | $48,938 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,237 | $100,923+5.3% | $150,045-29.2% | $74,304+43.0% |
| Participation rate | 88.5% | 70.1%+18.4pp | 82.3%+6.2pp | 60.3%+28.2pp |
| Annual return | 23.58% | 51.77%-28.2pp | 62.55%-39.0pp | 29.43%-5.9pp |
| Employer contribution / active EE | $4,000 | $3,463+15.5% | $4,693-14.8% | $2,241+78.5% |
| Participant deferral / active EE | $8,548 | $6,709+27.4% | $7,997+6.9% | $3,767+126.9% |
| Admin fee / account holder | $240 | $2,767-91.3% | $13,435-98.2% | $2,969-91.9% |