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 | $29,570 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,512 |
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 | $52,306 | $69,362-24.6% | $101,248-48.3% | $73,488-28.8% |
| Participation rate | 97.7% | 68.4%+29.3pp | 75.8%+21.9pp | 70.7%+27.0pp |
| Annual return | -3.12% | 18.46%-21.6pp | 46.47%-49.6pp | 28.51%-31.6pp |
| Employer contribution / active EE | $3,094 | $2,628+17.7% | $3,660-15.5% | $2,270+36.3% |
| Participant deferral / active EE | $4,056 | $3,300+22.9% | $4,370-7.2% | $3,740+8.5% |
| Admin fee / account holder | $261 | $704-63.0% | $5,945-95.6% | $513-49.2% |