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 |
|---|---|---|
Service code 99 PO BOX 986 1100 W ST GERMAIN ST · ST CLOUD, MN 56301 | Other Fees | $30,800 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,070 |
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 | $62,119 | $63,114-1.6% | $92,893-33.1% | $65,185-4.7% |
| Participation rate | 97.5% | 68.8%+28.7pp | 76.0%+21.5pp | 70.2%+27.3pp |
| Annual return | 6.74% | 28.75%-22.0pp | 109.41%-102.7pp | 29.38%-22.6pp |
| Employer contribution / active EE | $2,650 | $2,571+3.1% | $3,653-27.5% | $2,177+21.7% |
| Participant deferral / active EE | $5,007 | $3,108+61.1% | $4,236+18.2% | $3,514+42.5% |
| Admin fee / account holder | $184 | $624-70.5% | $5,794-96.8% | $847-78.3% |