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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.
See the 9-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 13 · EIN 42-0127290 711 HIGH STREET · DES MOINES, IA 503920001 | Contract Administrator | $6,793 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $3,516 | $51,620-93.2% | $90,281-96.1% | $65,185-94.6% |
| Participation rate | 73.9% | 68.6%+5.3pp | 73.3%+0.6pp | 70.2%+3.7pp |
| Annual return | 26.87% | 24.94%+1.9pp | 78.10%-51.2pp | 29.38%-2.5pp |
| Employer contribution / active EE | $337 | $2,235-84.9% | $2,854-88.2% | $2,177-84.5% |
| Participant deferral / active EE | $917 | $2,871-68.1% | $3,885-76.4% | $3,514-73.9% |
| Admin fee / account holder | $47 | $384-87.6% | $5,351-99.1% | $847-94.4% |