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) | $63,489 |
THE VANGUARD GROUP, INC.4 years Filed as: THE VANGUARD GROUP Service code 12 · EIN 23-1945930 | Direct payment from the plan; Claims ... | $15,435 |
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 | $48,813 | $95,274-48.8% | $135,903-64.1% | $74,419-34.4% |
| Participation rate | 91.5% | 78.2%+13.3pp | 81.9%+9.6pp | 70.7%+20.8pp |
| Annual return | 24.29% | 32.77%-8.5pp | 68.23%-43.9pp | 34.38%-10.1pp |
| Employer contribution / active EE | $0 | $3,874-100.0% | $4,856-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $13,790 | $7,782+77.2% | $7,758+77.8% | $4,528+204.6% |
| Admin fee / account holder | $77 | $266-71.2% | $10,762-99.3% | $348-78.0% |