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 NA Service code 21 PO BOX 986 · ST CLOUD, MN 56301 | Bank Trustee | $11,545 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,388 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $13,337 | $55,453-75.9% | $170,442-92.2% | $62,292-78.6% |
| Participation rate | 91.4% | 66.4%+25.1pp | 83.6%+7.8pp | 69.5%+21.9pp |
| Annual return | 23.22% | 21.38%+1.8pp | 205.93%-182.7pp | 28.90%-5.7pp |
| Employer contribution / active EE | $924 | $2,164-57.3% | $5,433-83.0% | $2,042-54.8% |
| Participant deferral / active EE | $1,646 | $2,303-28.5% | $4,939-66.7% | $3,169-48.1% |
| Admin fee / account holder | $50 | $455-89.0% | $13,880-99.6% | $479-89.6% |