See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
FIRST NATIONAL BANK OF OMAHA6+ years Service code 15 · EIN 47-0259043 | Recordkeeping | $69,045 |
Filed as: CAMBRIDGE INVESTMENT ADVISOR Service code 27 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $19,785 |
VISIONPOINT ADVISORY GROUP6+ years Service code 27 1601 WEST LAKES PARKWAY · WEST DES MOINES, IA 50266 | Advisory (Plan) | $6,980 |
Filed as: LEGACY FINANCIAL GROUP Service code 27 6000 GRAND AVE · DES MOINES, IA 50312 | Advisory (Plan) | $6,089 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $338,876 | $98,750+243.2% | $149,696+126.4% | $79,858+324.3% |
| Participation rate | 91.7% | 75.8%+15.9pp | 82.5%+9.2pp | 69.6%+22.0pp |
| Annual return | 13.73% | 27.43%-13.7pp | 276.60%-262.9pp | 31.71%-18.0pp |
| Employer contribution / active EE | $14,238 | $3,216+342.7% | $4,644+206.6% | $2,471+476.3% |
| Participant deferral / active EE | $6,591 | $5,680+16.0% | $6,842-3.7% | $3,740+76.2% |
| Admin fee / account holder | $886 | $6,053-85.4% | $9,309-90.5% | $5,306-83.3% |