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 10-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 13 · EIN 42-0127290 | Contract Administrator | $20,641 |
Filed as: BREMER BANK Service code 27 · EIN 41-0224890 | Advisory (Plan) | $13,274 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,557 | $81,625-28.3% | $167,512-65.0% | $74,304-21.2% |
| Participation rate | 94.6% | 60.0%+34.6pp | 77.1%+17.5pp | 60.3%+34.2pp |
| Annual return | 12.50% | 26.09%-13.6pp | 1615.79%-1603.3pp | 29.43%-16.9pp |
| Employer contribution / active EE | $3,431 | $2,010+70.7% | $3,882-11.6% | $2,241+53.1% |
| Participant deferral / active EE | $6,738 | $4,115+63.8% | $6,405+5.2% | $3,767+78.9% |
| Admin fee / account holder | $239 | $3,474-93.1% | $9,769-97.6% | $2,969-92.0% |