See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
VAN IWAARDEN ASSOCIATES2 years Filed as: VAN DE VEN, LLC Service code 99 · EIN 11-1000111 | Other Fees | $18,100 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,053 | $50,815-40.9% | $155,509-80.7% | $77,643-61.3% |
| Participation rate | 59.9% | 63.1%-3.2pp | 78.2%-18.3pp | 70.6%-10.7pp |
| Annual return | 18.77% | 34.80%-16.0pp | 64.67%-45.9pp | 31.24%-12.5pp |
| Employer contribution / active EE | $1,199 | $1,993-39.8% | $4,672-74.3% | $2,726-56.0% |
| Participant deferral / active EE | $1,591 | $2,822-43.6% | $5,626-71.7% | $4,647-65.8% |
| Admin fee / account holder | $348 | $437-20.4% | $15,912-97.8% | $430-19.2% |