Filed March 20, 2025
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 25 PO BOX 986 1100 W ST GERMAIN ST · ST CLOUD, MN 56301 | Directed Trustee | $29,620 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,854 | $77,660-4.9% | $109,143-32.3% | $79,386-7.0% |
| Participation rate | 73.9% | 67.8%+6.1pp | 75.9%-1.9pp | 70.7%+3.2pp |
| Annual return | 12.95% | 23.44%-10.5pp | 25.75%-12.8pp | 116.85%-103.9pp |
| Employer contribution / active EE | $2,445 | $2,797-12.6% | $3,722-34.3% | $2,427+0.7% |
| Participant deferral / active EE | $2,799 | $3,518-20.4% | $4,653-39.8% | $4,046-30.8% |
| Admin fee / account holder | $154 | $732-78.9% | $6,752-97.7% | $626-75.4% |