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 |
|---|---|---|
Service code 27 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 52556 | Advisory (Plan) | $49,001 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $6,565 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $194,085 | $55,453+250.0% | $170,442+13.9% | $62,292+211.6% |
| Participation rate | 95.0% | 66.4%+28.6pp | 83.6%+11.4pp | 69.5%+25.5pp |
| Annual return | 21.93% | 21.38%+0.6pp | 205.93%-184.0pp | 28.90%-7.0pp |
| Employer contribution / active EE | $17,797 | $2,164+722.6% | $5,433+227.6% | $2,042+771.5% |
| Participant deferral / active EE | $1,849 | $2,303-19.7% | $4,939-62.6% | $3,169-41.7% |
| Admin fee / account holder | $407 | $455-10.5% | $13,880-97.1% | $479-15.1% |