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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 8-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 RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $20,369 |
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $7,387 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,899 | $100,923-40.6% | $150,045-60.1% | $74,304-19.4% |
| Participation rate | 68.7% | 70.1%-1.4pp | 82.3%-13.7pp | 60.3%+8.3pp |
| Annual return | 22.56% | 51.77%-29.2pp | 62.55%-40.0pp | 29.43%-6.9pp |
| Employer contribution / active EE | $3,511 | $3,463+1.4% | $4,693-25.2% | $2,241+56.7% |
| Participant deferral / active EE | $7,652 | $6,709+14.0% | $7,997-4.3% | $3,767+103.1% |
| Admin fee / account holder | $181 | $2,767-93.4% | $13,435-98.6% | $2,969-93.9% |