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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.
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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 |
|---|---|---|
MIDWEST CAPITAL ADVISORS, LLC1+ years Service code 26 · EIN 11-3673048 | Advisory (Participants) | $13,910 |
ALERUS FINANCIAL, N.A.1+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $13,271 |
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $3,516 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $17,486 | $37,117-52.9% | $147,614-88.2% | $55,191-68.3% |
| Participation rate | 55.6% | 63.6%-8.1pp | 84.6%-29.1pp | 69.2%-13.6pp |
| Annual return | -0.08% | 3.44%-3.5pp | 61.98%-62.1pp | 10.78%-10.9pp |
| Employer contribution / active EE | $311 | $1,620-80.8% | $5,564-94.4% | $1,899-83.6% |
| Participant deferral / active EE | $1,110 | $1,985-44.1% | $4,895-77.3% | $3,046-63.6% |
| Admin fee / account holder | $117 | $86+36.4% | $11,611-99.0% | $91+28.6% |