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, 1100 W ST GERMAIN ST · ST CLOUD, MN 56301 | Bank Trustee | $22,114 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,092 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $28,432 | $37,196-23.6% | $154,107-81.6% | $55,725-49.0% |
| Participation rate | 38.7% | 64.1%-25.4pp | 83.0%-44.3pp | 70.9%-32.1pp |
| Annual return | -5.17% | 1319.68%-1324.8pp | 735.12%-740.3pp | 244.93%-250.1pp |
| Employer contribution / active EE | $531 | $1,614-67.1% | $5,298-90.0% | $2,078-74.4% |
| Participant deferral / active EE | $765 | $2,068-63.0% | $5,081-84.9% | $3,356-77.2% |
| Admin fee / account holder | $149 | $102+46.6% | $13,411-98.9% | $115+29.3% |