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 27 1776 PLEASANT PLAIN RD, · FAIRFIELD, IA 52556 | Advisory (Plan) | $17,082 |
THE VANGUARD GROUP, INC.3 years Service code 63 · EIN 23-1945930 | 12b-1 Fees | $12,506 |
CONSIDINE & CONSIDINE3 years Filed as: CONSIDINE AND CONSIDINE Service code 10 8989 RIO SAN DIEGO DR, · SAN DIEGO, CA 92108 | Accounting | $10,300 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,002 | $49,915+8.2% | $154,803-65.1% | $74,304-27.3% |
| Participation rate | 97.7% | 54.0%+43.7pp | 78.1%+19.6pp | 60.3%+37.3pp |
| Annual return | 9.80% | 34.06%-24.3pp | 58.88%-49.1pp | 29.43%-19.6pp |
| Employer contribution / active EE | $7,692 | $1,611+377.4% | $4,305+78.7% | $2,241+243.2% |
| Participant deferral / active EE | $0 | $2,255-100.0% | $5,540-100.0% | $3,767-100.0% |
| Admin fee / account holder | $250 | $2,189-88.6% | $14,329-98.3% | $2,969-91.6% |