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 LP3 years Service code 27 · EIN 85-1495676 | Advisory (Plan) | $108,572 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $82,034 |
Service code 13 · EIN 42-0127290 PO BOX 2000 · MASON CITY, IA 50401 | Contract Administrator | $250 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,830 | $110,299-28.5% | $102,423-23.0% | $199,593-60.5% |
| Participation rate | 94.6% | 86.3%+8.3pp | 76.5%+18.1pp | 72.0%+22.6pp |
| Annual return | 16.57% | 35.73%-19.2pp | 29.32%-12.8pp | 34.25%-17.7pp |
| Employer contribution / active EE | $2,890 | $3,603-19.8% | $3,023-4.4% | $3,034-4.8% |
| Participant deferral / active EE | $5,818 | $6,376-8.7% | $5,053+15.1% | $5,087+14.4% |
| Admin fee / account holder | $99 | $122-19.0% | $9,451-99.0% | $269-63.2% |