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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.
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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 99 · EIN 42-1445429 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 52556 | Other Fees | $0 |
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 | $47,204 | $43,133+9.4% | $89,391-47.2% | $73,488-35.8% |
| Participation rate | 87.5% | 55.0%+32.5pp | 68.0%+19.5pp | 70.7%+16.8pp |
| Annual return | 13.69% | 135.66%-122.0pp | 245.62%-231.9pp | 28.51%-14.8pp |
| Employer contribution / active EE | $0 | $1,438-100.0% | $2,586-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $5,368 | $2,445+119.6% | $3,890+38.0% | $3,740+43.5% |
| Admin fee / account holder | $82 | $444-81.6% | $4,881-98.3% | $513-84.1% |