Filed April 14, 2016
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 |
|---|---|---|
BREMER BANK NATIONAL ASSOCIATION1+ years Filed as: BREMER TRUST, N.A. Service code 21 P.O. BOX 986 · ST. CLOUD, MN 563020986 | Bank Trustee | $4,552 |
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 | $23,742 | $39,859-40.4% | $78,689-69.8% | $57,658-58.8% |
| Participation rate | 44.4% | 66.1%-21.7pp | 73.6%-29.2pp | 70.2%-25.9pp |
| Annual return | 10.41% | 18.96%-8.6pp | 62.18%-51.8pp | 5.13%+5.3pp |
| Employer contribution / active EE | $429 | $1,786-76.0% | $2,851-84.9% | $1,974-78.2% |
| Participant deferral / active EE | $1,430 | $2,248-36.4% | $3,517-59.3% | $3,061-53.3% |
| Admin fee / account holder | $18 | $76-76.3% | $4,510-99.6% | $95-80.9% |