Filed March 20, 2025
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 9-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 |
|---|---|---|
BREMER BANK NATIONAL ASSOCIATION2+ years Filed as: BREMER TRUST, N.A. Service code 21 PO BOX 986 · ST CLOUD, MN 563020986 | Bank Trustee | $29,870 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,030 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $44,180 | $58,726-24.8% | $92,233-52.1% | $62,292-29.1% |
| Participation rate | 98.5% | 68.3%+30.2pp | 76.5%+22.0pp | 69.5%+29.0pp |
| Annual return | 10.87% | 43.62%-32.7pp | 176.28%-165.4pp | 28.90%-18.0pp |
| Employer contribution / active EE | $987 | $2,392-58.7% | $3,679-73.2% | $2,042-51.7% |
| Participant deferral / active EE | $3,704 | $2,766+33.9% | $3,897-4.9% | $3,169+16.9% |
| Admin fee / account holder | $187 | $556-66.4% | $5,194-96.4% | $479-61.0% |