Filed April 25, 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 9-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 |
|---|---|---|
CLIENTONE SECURITIES, LLC3+ years Service code 26 11460 TOMAHAWK CREEK PARKWAY · LEAWOOD, KS 66211 | Advisory (Participants) | $28,499 |
ALERUS FINANCIAL, N.A.3+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $16,938 |
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 | $99,576 | $79,523+25.2% | $140,016-28.9% | $56,287+76.9% |
| Participation rate | 99.3% | 85.7%+13.6pp | 87.5%+11.8pp | 69.9%+29.4pp |
| Annual return | -4.21% | 2.39%-6.6pp | 651.12%-655.3pp | -9.96%+5.7pp |
| Employer contribution / active EE | $5,331 | $3,350+59.1% | $5,606-4.9% | $2,111+152.5% |
| Participant deferral / active EE | $6,757 | $5,129+31.7% | $6,927-2.5% | $3,350+101.7% |
| Admin fee / account holder | $252 | $614-58.9% | $10,705-97.6% | $521-51.5% |