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 4-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 · EIN 20-1655305 1776 PLEASANT PLAIN RD · FAIRFEILD, IN 53556 | Advisory (Plan) | $42,791 |
THE VANGUARD GROUP, INC.2 years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $3,840 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,727 | $100,923+1.8% | $150,045-31.5% | $74,304+38.3% |
| Participation rate | 80.5% | 70.1%+10.4pp | 82.3%-1.8pp | 60.3%+20.1pp |
| Annual return | 18.48% | 51.77%-33.3pp | 62.55%-44.1pp | 29.43%-10.9pp |
| Employer contribution / active EE | $6,510 | $3,463+88.0% | $4,693+38.7% | $2,241+190.5% |
| Participant deferral / active EE | $10,132 | $6,709+51.0% | $7,997+26.7% | $3,767+168.9% |
| Admin fee / account holder | $263 | $2,767-90.5% | $13,435-98.0% | $2,969-91.1% |