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 9-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) | $15,081 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $18,859 | $88,122-78.6% | $141,162-86.6% | $67,579-72.1% |
| Participation rate | 81.3% | 76.5%+4.8pp | 82.5%-1.2pp | 71.3%+10.0pp |
| Annual return | 61.38% | 75.40%-14.0pp | 71.39%-10.0pp | 378.56%-317.2pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,735-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $7,660 | $5,958+28.6% | $6,709+14.2% | $3,539+116.4% |
| Admin fee / account holder | $34 | $131-74.0% | $10,261-99.7% | $142-76.1% |