Filed December 31, 2019
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 |
|---|---|---|
ALERUS FINANCIAL, N.A.2+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $21,768 |
TRINITY PENSION CONSULTANTS2+ years Filed as: TRINITY PLANNING GROUP Service code 27 7300 W. 110TH ST · OVERLAND PARK, KS 66210 | Advisory (Plan) | $16,350 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $27,492 | $36,916-25.5% | $156,549-82.4% | $57,658-52.3% |
| Participation rate | 38.0% | 63.4%-25.5pp | 84.0%-46.1pp | 70.2%-32.3pp |
| Annual return | 10.64% | 12.38%-1.7pp | 32.23%-21.6pp | 5.13%+5.5pp |
| Employer contribution / active EE | $674 | $1,571-57.1% | $5,501-87.7% | $1,974-65.8% |
| Participant deferral / active EE | $1,207 | $1,926-37.3% | $4,871-75.2% | $3,061-60.6% |
| Admin fee / account holder | $144 | $82+74.4% | $13,027-98.9% | $95+52.2% |