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) | $44,868 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $5,206 |
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).
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 | $255,658 | $52,953+382.8% | $172,739+48.0% | $65,185+292.2% |
| Participation rate | 93.1% | 66.2%+26.9pp | 82.6%+10.5pp | 70.2%+22.9pp |
| Annual return | 23.14% | 30.12%-7.0pp | 802.84%-779.7pp | 29.38%-6.2pp |
| Employer contribution / active EE | $14,802 | $2,190+576.0% | $5,143+187.8% | $2,177+580.0% |
| Participant deferral / active EE | $1,737 | $2,471-29.7% | $5,198-66.6% | $3,514-50.6% |
| Admin fee / account holder | $402 | $472-14.8% | $13,954-97.1% | $847-52.5% |