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 ASSOCIATION1+ years Filed as: BREMER TRUST, N.A. Service code 21 P.O. BOX 986 · ST. CLOUD, MN 563020986 | Bank Trustee | $19,499 |
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 | $39,298 | $57,108-31.2% | $94,224-58.3% | $52,331-24.9% |
| Participation rate | 78.2% | 72.9%+5.3pp | 78.8%-0.6pp | 68.1%+10.1pp |
| Annual return | -1.58% | 1.47%-3.0pp | 10.68%-12.3pp | 4.54%-6.1pp |
| Employer contribution / active EE | $641 | $1,735-63.1% | $3,587-82.1% | $1,882-65.9% |
| Participant deferral / active EE | $2,307 | $3,040-24.1% | $4,320-46.6% | $3,022-23.6% |
| Admin fee / account holder | $134 | $546-75.6% | $6,269-97.9% | $592-77.4% |