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 17 · EIN 13-5674085 | Pension Consulting | $54,170 |
Service code 13 · EIN 42-0127290 711 HIGH STREET · DES MOINES, IA 50392 | Contract Administrator | $22,986 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,427 | $77,660+38.3% | $109,143-1.6% | $79,386+35.3% |
| Participation rate | 82.0% | 67.8%+14.2pp | 75.9%+6.1pp | 70.7%+11.3pp |
| Annual return | 19.57% | 23.44%-3.9pp | 25.75%-6.2pp | 116.85%-97.3pp |
| Employer contribution / active EE | $2,357 | $2,797-15.7% | $3,722-36.7% | $2,427-2.9% |
| Participant deferral / active EE | $5,831 | $3,518+65.8% | $4,653+25.3% | $4,046+44.1% |
| Admin fee / account holder | $340 | $732-53.6% | $6,752-95.0% | $626-45.7% |