See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 52556 | Advisory (Plan) | $69,468 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD Service code 12 · EIN 23-1945930 | Claims processing; Participant loan p... | $11,783 |
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 | $135,144 | $100,923+33.9% | $150,045-9.9% | $74,304+81.9% |
| Participation rate | 97.4% | 70.1%+27.3pp | 82.3%+15.1pp | 60.3%+37.0pp |
| Annual return | 23.24% | 51.77%-28.5pp | 62.55%-39.3pp | 29.43%-6.2pp |
| Employer contribution / active EE | $9,707 | $3,463+180.3% | $4,693+106.8% | $2,241+333.1% |
| Participant deferral / active EE | $21,733 | $6,709+223.9% | $7,997+171.8% | $3,767+476.9% |
| Admin fee / account holder | $227 | $2,767-91.8% | $13,435-98.3% | $2,969-92.3% |