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 |
|---|---|---|
Service code 26 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 52556 | Advisory (Participants) | $46,380 |
DEFINITI LLC3 years Service code 15 · EIN 85-0833363 2201 TIMBERLOCH PLACE, SUITE 150 · THE WOODLANDS, TX 77380 | Recordkeeping | $2,766 |
NATIONWIDE3 years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $2,014 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,648 | $80,724-28.6% | $103,333-44.2% | $74,495-22.6% |
| Participation rate | 75.0% | 65.7%+9.3pp | 74.5%+0.5pp | 67.2%+7.8pp |
| Annual return | 15.37% | 27.56%-12.2pp | 24.88%-9.5pp | 1364.94%-1349.6pp |
| Employer contribution / active EE | $2,478 | $3,157-21.5% | $3,868-35.9% | $2,623-5.5% |
| Participant deferral / active EE | $3,901 | $3,860+1.1% | $5,057-22.9% | $4,346-10.2% |
| Admin fee / account holder | $62 | $2,368-97.4% | $8,355-99.3% | $1,942-96.8% |