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) | $31,153 |
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP Service code 12 · EIN 23-1945930 | Participant loan processing; Direct p... | $8,981 |
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 | $34,337 | $100,801-65.9% | $149,696-77.1% | $73,409-53.2% |
| Participation rate | 88.0% | 77.7%+10.3pp | 82.5%+5.5pp | 72.2%+15.9pp |
| Annual return | 66.95% | 265.34%-198.4pp | 276.60%-209.7pp | 59.29%+7.7pp |
| Employer contribution / active EE | $0 | $3,312-100.0% | $4,644-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $11,935 | $6,404+86.4% | $6,842+74.4% | $3,805+213.6% |
| Admin fee / account holder | $56 | $181-68.8% | $9,309-99.4% | $158-64.3% |