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 |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,442 |
SECURIAN FINANCIAL SERVICES INC1+ years Service code 55 400 ROBERT ST N · ST PAUL, MN 55101 | Other Commissions | $24,321 |
BREMER BANK NATIONAL ASSOCIATION1+ years Filed as: BREMER TRUST N.A. Service code 99 PO BOX 986 · ST CLOUD, MN 563020986 | Other Fees | $7,264 |
FEDERATED1+ years Filed as: FEDERATED RETIREMENT PLAN SERVICES Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $613 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $70,542 | $74,024-4.7% | $77,999-9.6% | $57,658+22.3% |
| Participation rate | 94.9% | 79.7%+15.1pp | 75.5%+19.4pp | 70.2%+24.7pp |
| Annual return | 7.12% | 12.14%-5.0pp | 425.96%-418.8pp | 5.13%+2.0pp |
| Employer contribution / active EE | $284 | $2,365-88.0% | $2,470-88.5% | $1,974-85.6% |
| Participant deferral / active EE | $3,400 | $3,533-3.8% | $3,497-2.8% | $3,061+11.1% |
| Admin fee / account holder | $77 | $93-17.1% | $5,480-98.6% | $95-18.3% |