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 |
|---|---|---|
Filed as: BARRY STEIM, JR.. Service code 26 STEIM INVESTMENT STRATEGIES · W DES MOINES, IA 50265 | Advisory (Participants) | $14,475 |
ALERUS FINANCIAL, N.A.3+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $1,557 |
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 | $106,179 | $50,637+109.7% | $86,590+22.6% | $62,292+70.5% |
| Participation rate | 94.1% | 67.9%+26.2pp | 73.5%+20.6pp | 69.5%+24.6pp |
| Annual return | 15.72% | 20.80%-5.1pp | 964.84%-949.1pp | 28.90%-13.2pp |
| Employer contribution / active EE | $11,999 | $2,075+478.2% | $2,839+322.6% | $2,042+487.5% |
| Participant deferral / active EE | $4,257 | $2,611+63.0% | $3,609+18.0% | $3,169+34.3% |
| Admin fee / account holder | $50 | $413-87.9% | $4,906-99.0% | $479-89.6% |