Filed February 8, 2021 (most recent of 2 filings on file)
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 |
|---|---|---|
MILLIMAN, INC.5+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $23,654 |
ALERUS FINANCIAL, N.A.1 year Service code 15 · EIN 45-6062081 | Recordkeeping | $23,571 |
WELLS FARGO BANK, N.A.1 year Filed as: GALLIARD CAPITAL MANAGEMENT Service code 28 · EIN 41-1813702 | Investment Management | $6,077 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $51,810 | $124,414-58.4% | $115,157-55.0% | $67,579-23.3% |
| Participation rate | 81.8% | 58.1%+23.7pp | 75.9%+5.9pp | 71.3%+10.5pp |
| Annual return | 24.66% | 29.40%-4.7pp | 35.60%-10.9pp | 378.56%-353.9pp |
| Employer contribution / active EE | $1,397 | $1,454-4.0% | $3,179-56.1% | $2,148-35.0% |
| Participant deferral / active EE | $2,748 | $2,331+17.9% | $4,168-34.1% | $3,539-22.3% |
| Admin fee / account holder | $91 | $361-74.9% | $7,088-98.7% | $142-36.2% |