Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 9-year trajectory for $4.99 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 | Claims processing; Direct payment fro... | $6,410 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,105 | $102,382-29.6% | $147,005-51.0% | $80,874-10.8% |
| Participation rate | 98.0% | 75.8%+22.1pp | 82.2%+15.8pp | 67.6%+30.3pp |
| Annual return | 18.52% | 134.89%-116.4pp | 418.76%-400.2pp | 35.62%-17.1pp |
| Employer contribution / active EE | $12,942 | $3,715+248.4% | $4,934+162.3% | $2,756+369.6% |
| Participant deferral / active EE | $29,865 | $6,646+349.3% | $8,070+270.1% | $4,297+595.0% |
| Admin fee / account holder | $179 | $7,942-97.7% | $13,006-98.6% | $6,935-97.4% |