Filed March 5, 2021
Total covered: 80 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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Distribution (12b-1) fees; Participan... | $53,877 |
CHRISTENSEN GROUP1+ years Service code 16 1100 BREN RD WEST · MINNETONKA, MN 55343 | Consulting | $43,306 |
RSM US LLP1+ years Filed as: RSM US, LLP Service code 10 801 NICOLLET AVE · MINNEAPOLIS, MN 55402 | Accounting | $26,000 |
GOLDLEAF PARTNERS1+ years Service code 14 · EIN 45-0514557 | Plan Administrator | $6,076 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $130,850 | $52,884+147.4% | $84,750+54.4% | $55,167+137.2% |
| Participation rate | 94.8% | 67.5%+27.3pp | 76.6%+18.2pp | 69.0%+25.8pp |
| Annual return | 13.89% | 18.03%-4.1pp | 22.78%-8.9pp | 169.23%-155.3pp |
| Employer contribution / active EE | $1,573 | $2,233-29.6% | $3,574-56.0% | $1,963-19.8% |
| Participant deferral / active EE | $7,173 | $2,644+171.3% | $3,712+93.3% | $3,054+134.9% |
| Admin fee / account holder | $709 | $581+22.1% | $5,332-86.7% | $504+40.7% |