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 |
|---|---|---|
INVESTMENT ADVISORS CORP8 years Service code 16 140 SOUTH 68TH STREET · WEST DES MOINES, IA 50266 | Consulting | $234,287 |
CORRELL CO.8 years Service code 15 · EIN 36-3492086 | Recordkeeping | $49,888 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,562 | $62,624+132.4% | $177,989-18.2% | $77,643+87.5% |
| Participation rate | 70.3% | 66.8%+3.5pp | 77.1%-6.8pp | 70.6%-0.2pp |
| Annual return | 15.50% | 16.16%-0.7pp | 294.48%-279.0pp | 31.24%-15.7pp |
| Employer contribution / active EE | $3,541 | $1,909+85.5% | $3,949-10.3% | $2,726+29.9% |
| Participant deferral / active EE | $9,365 | $4,219+122.0% | $6,276+49.2% | $4,647+101.5% |
| Admin fee / account holder | $746 | $386+93.3% | $10,363-92.8% | $430+73.3% |