Filed September 30, 2021
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 | $25,546 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,038 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $63,480 | $60,545+4.8% | $92,233-31.2% | $69,631-8.8% |
| Participation rate | 54.1% | 72.2%-18.0pp | 76.5%-22.3pp | 70.7%-16.5pp |
| Annual return | 16.77% | 19.71%-2.9pp | 176.28%-159.5pp | 27571.02%-27554.2pp |
| Employer contribution / active EE | $670 | $2,633-74.5% | $3,679-81.8% | $2,032-67.0% |
| Participant deferral / active EE | $3,002 | $2,828+6.2% | $3,897-23.0% | $3,224-6.9% |
| Admin fee / account holder | $85 | $145-41.0% | $5,194-98.4% | $110-22.7% |