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 |
|---|---|---|
MELISSA BAILEY4 years Service code 14 · EIN 42-0842882 1501 E AURORA, SUITE B · DES MOINES, IA 503133912 | Plan Administrator | $33,238 |
DEBOER & ASSOCIATES, PC10+ years Service code 10 · EIN 47-0836395 17330 WRIGHT ST, STE 100 · OMAHA, NE 68130 | Accounting | $24,084 |
FIDUCIENT ADVISORS LLC5 years Service code 27 · EIN 36-4001764 500 W MADISON ST STE 1700 · CHICAGO, IL 606614593 | Advisory (Plan) | $15,680 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Filed as: PRINCIPAL FINANCIAL GROUP Service code 13 · EIN 42-0127290 PO BOX 9394 · DES MOINES, IA 503069394 | Contract Administrator | $11,834 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,972 | $95,880-37.5% | $107,525-44.2% | $85,563-29.9% |
| Participation rate | 90.6% | 70.1%+20.5pp | 75.1%+15.6pp | 66.0%+24.7pp |
| Annual return | 9.33% | 68.06%-58.7pp | 181.32%-172.0pp | 31.51%-22.2pp |
| Employer contribution / active EE | $2,965 | $3,812-22.2% | $3,754-21.0% | $2,654+11.7% |
| Participant deferral / active EE | $0 | $4,201-100.0% | $5,116-100.0% | $4,375-100.0% |
| Admin fee / account holder | $235 | $1,025-77.1% | $8,919-97.4% | $834-71.8% |