See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: SECURIAN FINANCIAL SERVICES Service code 27 · EIN 41-1486060 | Advisory (Plan) | $26,124 |
THE VANGUARD GROUP, INC.1 year Service code 64 · EIN 23-1945930 | Recordkeeping Fees | $22,465 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN (ASCENSUS) Service code 13 200 DRYDEN RD · DRESHER, PA 19025 | Contract Administrator | $13,473 |
Filed as: CETERA INVESTMENT ADVISORS LLC Service code 27 5700 OAKLAND AVE. · ST LOUIS, MO 63110 | Advisory (Plan) | $8,820 |
ASCENSUS LLC1 year Filed as: FUTURE PLAN BY ASCENSUS Service code 49 415 8TH AVE NE · BRAINERD, MN 56401 | Other Services | $2,468 |
GOLDLEAF PARTNERS1 year Service code 99 PO BOX 806 · BRAINERD, MA 56401 | Other Fees | $2,315 |
ASCENSUS LLC1 year Service code 99 | Other Fees | $482 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,559 | $95,274+28.6% | $135,903-9.8% | $74,419+64.7% |
| Participation rate | 82.5% | 78.2%+4.3pp | 81.9%+0.6pp | 70.7%+11.8pp |
| Annual return | 19.51% | 32.77%-13.3pp | 68.23%-48.7pp | 34.38%-14.9pp |
| Employer contribution / active EE | $9,028 | $3,874+133.0% | $4,856+85.9% | $2,637+242.3% |
| Participant deferral / active EE | $0 | $7,782-100.0% | $7,758-100.0% | $4,528-100.0% |
| Admin fee / account holder | $245 | $266-8.0% | $10,762-97.7% | $348-29.6% |