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 ASSOCIATION4+ years Filed as: BREMER TRUST, N.A. Service code 21 P.O. BOX 986 · ST. CLOUD, MN 56301 | Bank Trustee | $19,458 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,332 |
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 | $37,812 | $66,302-43.0% | $110,238-65.7% | $56,287-32.8% |
| Participation rate | 92.2% | 74.9%+17.3pp | 79.8%+12.4pp | 69.9%+22.4pp |
| Annual return | -5.48% | -1.18%-4.3pp | 314.74%-320.2pp | -9.96%+4.5pp |
| Employer contribution / active EE | $797 | $2,047-61.1% | $3,826-79.2% | $2,111-62.3% |
| Participant deferral / active EE | $3,313 | $3,381-2.0% | $4,672-29.1% | $3,350-1.1% |
| Admin fee / account holder | $142 | $698-79.7% | $8,547-98.3% | $521-72.8% |