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) | $64,733 |
THE VANGUARD GROUP, INC.3 years Filed as: THE VANGUARD GROUP Service code 12 · EIN 23-1945930 | Direct payment from the plan; Claims ... | $19,057 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,849 | $82,202-56.4% | $125,339-71.4% | $64,808-44.7% |
| Participation rate | 90.9% | 77.9%+13.1pp | 82.4%+8.6pp | 71.5%+19.5pp |
| Annual return | -12.34% | 3.48%-15.8pp | 572.05%-584.4pp | 32.82%-45.2pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $4,814-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $21,364 | $7,175+197.7% | $7,446+186.9% | $4,310+395.6% |
| Admin fee / account holder | $71 | $163-56.3% | $10,010-99.3% | $188-62.0% |