See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
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 |
|---|---|---|
BREMER BANK NATIONAL ASSOCIATION2+ years Filed as: BREMER TRUST, N.A. Service code 21 · EIN 41-1565461 PO BOX 986 · ST CLOUD, MN 56301 | Bank Trustee | $19,671 |
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 | $30,384 | $36,916-17.7% | $156,549-80.6% | $57,658-47.3% |
| Participation rate | 84.9% | 63.4%+21.5pp | 84.0%+0.9pp | 70.2%+14.7pp |
| Annual return | 6.71% | 12.38%-5.7pp | 32.23%-25.5pp | 5.13%+1.6pp |
| Employer contribution / active EE | $1,549 | $1,571-1.4% | $5,501-71.8% | $1,974-21.5% |
| Participant deferral / active EE | $2,030 | $1,926+5.4% | $4,871-58.3% | $3,061-33.7% |
| Admin fee / account holder | $81 | $82-2.2% | $13,027-99.4% | $95-14.6% |