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 |
|---|---|---|
Service code 21 PO BOX 986 1100 W ST GERMAIN ST · ST CLOUD, MN 56301 | Bank Trustee | $33,850 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,155 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $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 | $31,779 | $62,928-49.5% | $172,739-81.6% | $67,579-53.0% |
| Participation rate | 99.7% | 64.5%+35.2pp | 82.6%+17.0pp | 71.3%+28.4pp |
| Annual return | 23.21% | 30.36%-7.1pp | 802.84%-779.6pp | 378.56%-355.3pp |
| Employer contribution / active EE | $1,819 | $1,636+11.2% | $5,143-64.6% | $2,148-15.3% |
| Participant deferral / active EE | $2,303 | $2,145+7.4% | $5,198-55.7% | $3,539-34.9% |
| Admin fee / account holder | $73 | $167-56.1% | $13,954-99.5% | $142-48.6% |