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 10-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, INC. Service code 15 · EIN 41-1486060 | Recordkeeping | $14,054 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,967 |
ADP BROKER-DEALER5+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $27,743 | $52,953-47.6% | $172,739-83.9% | $65,185-57.4% |
| Participation rate | 94.3% | 66.2%+28.1pp | 82.6%+11.6pp | 70.2%+24.1pp |
| Annual return | 22.49% | 30.12%-7.6pp | 802.84%-780.4pp | 29.38%-6.9pp |
| Employer contribution / active EE | $1,237 | $2,190-43.5% | $5,143-76.0% | $2,177-43.2% |
| Participant deferral / active EE | $3,846 | $2,471+55.7% | $5,198-26.0% | $3,514+9.5% |
| Admin fee / account holder | $110 | $472-76.7% | $13,954-99.2% | $847-87.0% |