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 |
|---|---|---|
AFG FIDUCIARY SERVICES LP2 years Service code 27 · EIN 85-1495676 | Advisory (Plan) | $65,164 |
Service code 37 · EIN 04-2647786 | Loan Processing | $46,107 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,254 |
Service code 13 · EIN 42-0127290 PO BOX 2000 · MASON CITY, IA 50401 | Contract Administrator | $7,095 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,964 | $104,697-26.5% | $96,544-20.3% | $80,160-4.0% |
| Participation rate | 97.0% | 86.4%+10.6pp | 76.0%+21.1pp | 72.9%+24.1pp |
| Annual return | 70.38% | 21.78%+48.6pp | 25.84%+44.5pp | 40.38%+30.0pp |
| Employer contribution / active EE | $2,034 | $3,536-42.5% | $2,965-31.4% | $2,978-31.7% |
| Participant deferral / active EE | $3,977 | $6,188-35.7% | $4,851-18.0% | $5,017-20.7% |
| Admin fee / account holder | $73 | $107-31.5% | $8,252-99.1% | $145-49.5% |