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 |
|---|---|---|
Filed as: BREMER BANK NATIONAL ASSOC Service code 25 PO BOX 986 · ST CLOUD, MN 56301 | Directed Trustee | $26,687 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $3,697 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY 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 | $56,105 | $64,119-12.5% | $112,228-50.0% | $66,914-16.2% |
| Participation rate | 98.2% | 68.5%+29.7pp | 75.1%+23.1pp | 69.8%+28.4pp |
| Annual return | -17.02% | -13.81%-3.2pp | 27.45%-44.5pp | 1.58%-18.6pp |
| Employer contribution / active EE | $3,967 | $3,005+32.0% | $3,635+9.1% | $2,544+55.9% |
| Participant deferral / active EE | $5,166 | $3,693+39.9% | $4,728+9.3% | $4,237+21.9% |
| Admin fee / account holder | $161 | $625-74.3% | $6,410-97.5% | $593-72.9% |