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 | $14,734 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $16,966 | $46,360-63.4% | $147,614-88.5% | $52,331-67.6% |
| Participation rate | 72.0% | 64.9%+7.1pp | 84.6%-12.6pp | 68.1%+3.9pp |
| Annual return | 0.35% | 1.62%-1.3pp | 61.98%-61.6pp | 4.54%-4.2pp |
| Employer contribution / active EE | $822 | $2,126-61.3% | $5,564-85.2% | $1,882-56.3% |
| Participant deferral / active EE | $1,198 | $2,258-46.9% | $4,895-75.5% | $3,022-60.4% |
| Admin fee / account holder | $90 | $766-88.3% | $11,611-99.2% | $592-84.8% |