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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 |
|---|---|---|
ACCEL WEALTH MANAGEMENT5+ years Service code 27 · EIN 83-0742869 301 OAK RIDGE CIRCLE · WAVERLY, IA 50677 | Advisory (Plan) | $90,645 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 711 HIGH STREET · DES MOINES, IA 50392 | Contract Administrator | $72,389 |
US BANK6+ years Service code 18 · EIN 41-0255900 800 NICOLLET MALL · MINNEAPOLIS, MN 554027000 | Other fees; Custodial (other than sec... | $18,881 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $150,985 | $78,419+92.5% | $133,956+12.7% | $73,409+105.7% |
| Participation rate | 95.4% | 78.6%+16.8pp | 79.8%+15.5pp | 72.2%+23.2pp |
| Annual return | 6.56% | 33.35%-26.8pp | 45.09%-38.5pp | 59.29%-52.7pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $3,919-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $3,046 | $3,925-22.4% | $5,048-39.7% | $3,805-20.0% |
| Admin fee / account holder | $121 | $161-25.1% | $8,927-98.6% | $158-23.4% |