Filed December 21, 2022 (most recent of 2 filings on file)
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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $47,367 |
ALERUS FINANCIAL, N.A.3 years Filed as: ALERUS FINANCIAL NA Service code 27 PO BOX 6001 · GRAND FORKS, ND 582066001 | Advisory (Plan) | $26,000 |
BERGANKDV LTD3 years Service code 10 PO BOX 1304 · ST CLOUD, MN 56302 | Accounting | $0 |
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 | $90,951 | $85,135+6.8% | $98,907-8.0% | $73,409+23.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 76.0%+24.0pp | 72.2%+27.8pp |
| Annual return | 15.93% | 19.14%-3.2pp | 196.43%-180.5pp | 59.29%-43.4pp |
| Employer contribution / active EE | $2,245 | $2,721-17.5% | $2,689-16.5% | $2,234+0.5% |
| Participant deferral / active EE | $3,451 | $4,349-20.7% | $4,244-18.7% | $3,805-9.3% |
| Admin fee / account holder | $188 | $139+35.4% | $6,642-97.2% | $158+19.4% |