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 year Filed as: DAVE CARLSON AND BARRY STEIM, JR.. Service code 26 AMERITAS INVESTMENT CORP. · LINCOLN, NE 68505 | Advisory (Participants) | $9,812 |
ALERUS FINANCIAL, N.A.2+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $1,549 |
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 | $97,995 | $43,423+125.7% | $78,689+24.5% | $55,167+77.6% |
| Participation rate | 95.3% | 68.0%+27.3pp | 73.6%+21.8pp | 69.0%+26.4pp |
| Annual return | 6.83% | 11.53%-4.7pp | 62.18%-55.3pp | 169.23%-162.4pp |
| Employer contribution / active EE | $12,901 | $1,997+546.1% | $2,851+352.6% | $1,963+557.4% |
| Participant deferral / active EE | $4,281 | $2,509+70.6% | $3,517+21.7% | $3,054+40.2% |
| Admin fee / account holder | $41 | $416-90.1% | $4,510-99.1% | $504-91.8% |