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 |
|---|---|---|
BREMER BANK NATIONAL ASSOCIATION2+ years Filed as: BREMER TRUST, N.A. Service code 21 PO BOX 986 · ST CLOUD, MN 56301 | Bank Trustee | $14,846 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $11,179 | $46,732-76.1% | $156,549-92.9% | $55,167-79.7% |
| Participation rate | 98.5% | 65.8%+32.7pp | 84.0%+14.4pp | 69.0%+29.5pp |
| Annual return | 7.58% | 17.72%-10.1pp | 32.23%-24.6pp | 169.23%-161.6pp |
| Employer contribution / active EE | $1,160 | $2,105-44.9% | $5,501-78.9% | $1,963-40.9% |
| Participant deferral / active EE | $1,922 | $2,204-12.8% | $4,871-60.5% | $3,054-37.1% |
| Admin fee / account holder | $67 | $418-84.0% | $13,027-99.5% | $504-86.7% |