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 | $34,819 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,934 |
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 | $37,590 | $52,293-28.1% | $178,490-78.9% | $73,409-48.8% |
| Participation rate | 96.1% | 65.3%+30.8pp | 81.9%+14.2pp | 72.2%+23.9pp |
| Annual return | 16.79% | 34.75%-18.0pp | 151.07%-134.3pp | 59.29%-42.5pp |
| Employer contribution / active EE | $2,253 | $1,735+29.8% | $5,011-55.0% | $2,234+0.9% |
| Participant deferral / active EE | $2,716 | $2,332+16.5% | $5,202-47.8% | $3,805-28.6% |
| Admin fee / account holder | $74 | $127-42.0% | $13,984-99.5% | $158-53.2% |