Filed October 9, 2020 (most recent of 4 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $99,385 |
STIFEL NICOLAUS & CO INC3 years Service code 26 · EIN 43-0538770 | Advisory (Participants) | $63,721 |
Filed as: VANDER PLOEG, BERGAKKER & ASSOCIATE Service code 10 · EIN 38-2445537 | Accounting | $10,250 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,179 | $52,090+23.2% | $95,745-33.0% | $80,160-19.9% |
| Participation rate | 100.0% | 67.0%+33.0pp | 72.3%+27.7pp | 72.9%+27.1pp |
| Annual return | 11.88% | 23.29%-11.4pp | 28.35%-16.5pp | 40.38%-28.5pp |
| Employer contribution / active EE | $4,491 | $1,548+190.0% | $2,835+58.4% | $2,978+50.8% |
| Participant deferral / active EE | $4,411 | $3,266+35.1% | $4,245+3.9% | $5,017-12.1% |
| Admin fee / account holder | $134 | $96+39.2% | $5,678-97.6% | $145-7.8% |