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) | $21,583 |
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP Service code 12 · EIN 23-1945930 | Direct payment from the plan; Partici... | $6,410 |
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 | $72,105 | $102,317-29.5% | $146,958-50.9% | $80,856-10.8% |
| Participation rate | 98.0% | 75.8%+22.1pp | 82.2%+15.8pp | 67.6%+30.3pp |
| Annual return | 18.52% | 134.76%-116.2pp | 418.34%-399.8pp | 35.59%-17.1pp |
| Employer contribution / active EE | $12,942 | $3,713+248.5% | $4,933+162.4% | $2,755+369.8% |
| Participant deferral / active EE | $29,865 | $6,644+349.5% | $8,070+270.1% | $4,296+595.2% |
| Admin fee / account holder | $179 | $7,941-97.7% | $12,998-98.6% | $6,918-97.4% |