Filed February 23, 2021
Total covered: 12 employees
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 |
|---|---|---|
KOLTERMAN, MARK A.1+ years Service code 49 344 MAIN ST STE 100 · SEWARD, NE 684342117 | Other Services | $4,040 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,906 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $78,596 | $50,498+55.6% | $75,781+3.7% | $55,191+42.4% |
| Participation rate | 24.1% | 69.4%-45.4pp | 75.8%-51.8pp | 69.2%-45.1pp |
| Annual return | -0.59% | 1.80%-2.4pp | 9.68%-10.3pp | 10.78%-11.4pp |
| Employer contribution / active EE | $393 | $2,291-82.9% | $3,323-88.2% | $1,899-79.3% |
| Participant deferral / active EE | $1,262 | $2,589-51.2% | $3,651-65.4% | $3,046-58.6% |
| Admin fee / account holder | $19 | $123-84.7% | $5,299-99.6% | $91-79.2% |