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 ASSOCIATION3+ years Filed as: BREMER TRUST, N.A. Service code 21 P.O. BOX 986 · ST. CLOUD, MN 56301 | Bank Trustee | $15,076 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,056 |
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 | $41,936 | $71,192-41.1% | $117,854-64.4% | $62,292-32.7% |
| Participation rate | 88.8% | 74.2%+14.6pp | 79.7%+9.2pp | 69.5%+19.3pp |
| Annual return | 22.02% | 18.66%+3.4pp | 335.08%-313.1pp | 28.90%-6.9pp |
| Employer contribution / active EE | $751 | $1,934-61.1% | $3,786-80.2% | $2,042-63.2% |
| Participant deferral / active EE | $2,784 | $3,189-12.7% | $4,482-37.9% | $3,169-12.2% |
| Admin fee / account holder | $80 | $587-86.4% | $8,020-99.0% | $479-83.3% |