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 60 · EIN 04-2647786 | Sub-TA Fees | $33,032 |
Service code 27 · EIN 82-1364595 | Advisory (Plan) | $28,134 |
BERGANKDV LTD1 year Filed as: BERGANKDV. Service code 10 · EIN 41-1431613 | Accounting | $8,900 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $151,666 | $81,474+86.2% | $133,956+13.2% | $73,488+106.4% |
| Participation rate | 100.0% | 76.4%+23.6pp | 79.8%+20.2pp | 70.7%+29.3pp |
| Annual return | 10.32% | 19.40%-9.1pp | 45.09%-34.8pp | 28.51%-18.2pp |
| Employer contribution / active EE | $10,221 | $2,209+362.6% | $3,919+160.8% | $2,270+350.2% |
| Participant deferral / active EE | $7,105 | $3,786+87.6% | $5,048+40.8% | $3,740+90.0% |
| Admin fee / account holder | $467 | $713-34.5% | $8,927-94.8% | $513-9.0% |