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 |
|---|---|---|
Filed as: BREMER TRUST, N.A Service code 21 · EIN 41-1565461 PO BOX 986 · ST. CLOUD, MN 56302 | Bank Trustee | $2,907 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $28,657 | $46,732-38.7% | $156,549-81.7% | $55,167-48.1% |
| Participation rate | 91.1% | 65.8%+25.3pp | 84.0%+7.1pp | 69.0%+22.1pp |
| Annual return | 7.61% | 17.72%-10.1pp | 32.23%-24.6pp | 169.23%-161.6pp |
| Employer contribution / active EE | $1,178 | $2,105-44.1% | $5,501-78.6% | $1,963-40.0% |
| Participant deferral / active EE | $1,608 | $2,204-27.0% | $4,871-67.0% | $3,054-47.3% |
| Admin fee / account holder | $12 | $418-97.2% | $13,027-99.9% | $504-97.7% |