Filed April 24, 1
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 10-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 21 P.O. BOX 986 · ST CLOUD, MN 56301 | Bank Trustee | $29,250 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,311 | $58,879-16.3% | $178,490-72.4% | $73,488-32.9% |
| Participation rate | 85.1% | 66.2%+18.9pp | 81.9%+3.2pp | 70.7%+14.4pp |
| Annual return | 15.01% | 24.86%-9.8pp | 151.07%-136.1pp | 28.51%-13.5pp |
| Employer contribution / active EE | $3,022 | $2,236+35.1% | $5,011-39.7% | $2,270+33.1% |
| Participant deferral / active EE | $0 | $2,567-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $2 | $400-99.4% | $13,984-100.0% | $513-99.5% |