Filed July 1, 2010
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 |
|---|---|---|
BRAVERA WEALTH5 years Service code 15 · EIN 45-0436653 401 N 4TH ST · BISMARCK, ND 58501 | Recordkeeping | $14,952 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,730 | $68,914-23.5% | $136,749-61.4% | $74,304-29.0% |
| Participation rate | 52.3% | 51.3%+0.9pp | 72.1%-19.9pp | 60.3%-8.1pp |
| Annual return | 16.56% | 16.34%+0.2pp | 24.33%-7.8pp | 29.43%-12.9pp |
| Employer contribution / active EE | $1,269 | $1,561-18.7% | $3,400-62.7% | $2,241-43.4% |
| Participant deferral / active EE | $2,369 | $2,541-6.8% | $4,692-49.5% | $3,767-37.1% |
| Admin fee / account holder | $97 | $3,149-96.9% | $11,386-99.1% | $2,969-96.7% |