Filed January 16, 2017
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 |
|---|---|---|
Service code 27 4554 38TH AVE S · FARGO, ND 58104 | Advisory (Plan) | $55,575 |
PENTEGRA SERVICES, INC.2 years Filed as: PENTEGRA SERVICES INC Service code 13 5350 77 CENTER DR · CHARLOTTE, NC 28217 | Contract Administrator | $21,255 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,683 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,900 | $55,416+26.1% | $75,972-8.0% | $77,643-10.0% |
| Participation rate | 85.0% | 63.6%+21.5pp | 69.1%+16.0pp | 70.6%+14.4pp |
| Annual return | 15.06% | 17.07%-2.0pp | 359.55%-344.5pp | 31.24%-16.2pp |
| Employer contribution / active EE | $1,750 | $1,788-2.1% | $2,685-34.8% | $2,726-35.8% |
| Participant deferral / active EE | $3,759 | $3,447+9.0% | $4,255-11.7% | $4,647-19.1% |
| Admin fee / account holder | $282 | $414-31.8% | $6,467-95.6% | $430-34.4% |