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 | $44,573 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,170 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,087 | $56,485-25.5% | $185,823-77.4% | $86,799-51.5% |
| Participation rate | 94.6% | 65.5%+29.2pp | 81.7%+12.9pp | 72.3%+22.4pp |
| Annual return | 16.51% | 118.04%-101.5pp | 122.05%-105.5pp | 97.91%-81.4pp |
| Employer contribution / active EE | $1,979 | $1,843+7.4% | $5,167-61.7% | $2,405-17.7% |
| Participant deferral / active EE | $2,542 | $2,553-0.4% | $5,568-54.4% | $4,131-38.5% |
| Admin fee / account holder | $124 | $150-17.4% | $16,237-99.2% | $170-27.2% |