Filed June 30, 2015
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 15 · EIN 41-1276678 7760 FRANCE AVENUE SOUTH, SUITE 950 · BLOOMINGTON, MN 55435 | Recordkeeping | $59,702 |
EIDE BAILLY LLP5+ years Filed as: EIDE BAILLY, LLP Service code 10 · EIN 45-0250958 200 EAST 10TH STREET, SUITE 500 · SIOUX FALLS, SD 571046375 | Accounting | $7,615 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,361 | $136,307+8.8% | $177,821-16.6% | $73,488+101.9% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.7%+12.3pp | 70.7%+29.3pp |
| Annual return | 23.05% | 18.68%+4.4pp | 48.32%-25.3pp | 28.51%-5.5pp |
| Employer contribution / active EE | $9,911 | $3,712+167.0% | $5,918+67.5% | $2,270+336.6% |
| Participant deferral / active EE | $7,040 | $5,829+20.8% | $7,714-8.7% | $3,740+88.3% |
| Admin fee / account holder | $407 | $596-31.6% | $12,427-96.7% | $513-20.6% |