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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.
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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 84-1406022 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $26,146 |
Filed as: MID ATLANTIC FIN MGMT 532 Service code 28 PO BOX 23368 · PITTSBURGH, PA 15222 | Investment Management | $6,808 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $86,087 | $91,190-5.6% | $178,490-51.8% | $79,858+7.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 15.76% | 24.19%-8.4pp | 151.07%-135.3pp | 31.71%-16.0pp |
| Employer contribution / active EE | $8,305 | $3,256+155.1% | $5,011+65.8% | $2,471+236.1% |
| Participant deferral / active EE | $7,240 | $3,236+123.7% | $5,202+39.2% | $3,740+93.6% |
| Admin fee / account holder | $482 | $6,751-92.9% | $13,984-96.6% | $5,306-90.9% |