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 |
|---|---|---|
DAVE T. VANAUKEN1+ years Filed as: DAVE CARLSON AND BARRY STEIM, JR. Service code 26 AMERITAS INVESTMENT CORP. · LINCOLN, NE 68505 | Advisory (Participants) | $9,504 |
ALERUS FINANCIAL, N.A.1+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $1,720 |
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 | $91,172 | $41,854+117.8% | $73,843+23.5% | $52,331+74.2% |
| Participation rate | 95.2% | 66.2%+28.9pp | 73.4%+21.7pp | 68.1%+27.0pp |
| Annual return | -0.72% | 2.11%-2.8pp | 2267.84%-2268.6pp | 4.54%-5.3pp |
| Employer contribution / active EE | $9,467 | $1,920+393.0% | $2,787+239.6% | $1,882+403.1% |
| Participant deferral / active EE | $4,435 | $2,498+77.5% | $3,583+23.8% | $3,022+46.7% |
| Admin fee / account holder | $45 | $493-90.8% | $4,880-99.1% | $592-92.4% |