Filed November 15, 2021 (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 |
|---|---|---|
WELLS FARGO BANK, N.A.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $185,859 |
Filed as: BERGANKDV WEALTH MANAGEMENT LLC Service code 27 · EIN 20-8172864 | Advisory (Plan) | $15,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,441 | $43,466-20.8% | $90,951-62.1% | $90,288-61.9% |
| Participation rate | 89.2% | 62.5%+26.7pp | 69.0%+20.2pp | 73.4%+15.9pp |
| Annual return | 14.57% | 25.26%-10.7pp | 134.60%-120.0pp | 53.97%-39.4pp |
| Employer contribution / active EE | $469 | $840-44.2% | $2,122-77.9% | $2,524-81.4% |
| Participant deferral / active EE | $2,707 | $2,138+26.6% | $3,373-19.7% | $4,232-36.0% |
| Admin fee / account holder | $60 | $92-34.2% | $5,959-99.0% | $114-47.0% |