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 ASSOCIATION3+ years Filed as: BREMER TRUST, N.A. Service code 21 PO BOX 986 · ST CLOUD, MN 563010986 | Bank Trustee | $31,630 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,556 |
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 | $53,540 | $55,449-3.4% | $83,848-36.1% | $56,287-4.9% |
| Participation rate | 100.0% | 68.0%+32.0pp | 76.1%+23.9pp | 69.9%+30.1pp |
| Annual return | 12.63% | -1.38%+14.0pp | 850.88%-838.2pp | -9.96%+22.6pp |
| Employer contribution / active EE | $1,833 | $2,430-24.6% | $3,631-49.5% | $2,111-13.2% |
| Participant deferral / active EE | $4,428 | $2,935+50.9% | $4,082+8.5% | $3,350+32.2% |
| Admin fee / account holder | $228 | $656-65.3% | $5,478-95.8% | $521-56.3% |