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) | $12,602 |
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 | $53,635 | $99,957-46.3% | $149,696-64.2% | $73,488-27.0% |
| Participation rate | 93.9% | 75.7%+18.2pp | 82.5%+11.4pp | 70.7%+23.2pp |
| Annual return | 61.28% | 53.87%+7.4pp | 276.60%-215.3pp | 28.51%+32.8pp |
| Employer contribution / active EE | $3,907 | $3,191+22.4% | $4,644-15.9% | $2,270+72.1% |
| Participant deferral / active EE | $12,707 | $6,073+109.3% | $6,842+85.7% | $3,740+239.8% |
| Admin fee / account holder | $111 | $551-79.9% | $9,309-98.8% | $513-78.4% |