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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.
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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 |
|---|---|---|
FIRST WESTERN TRUST BANK1 year Filed as: FIRST WESTERN TRUST Service code 17 · EIN 27-0083757 | Pension Consulting | $8,907 |
MINNESOTA LIFE INSURANCE COMPANY2+ years Service code 10 · EIN 41-0417830 | Accounting | $3,301 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $39,789 | $63,442-37.3% | $68,791-42.2% | $66,914-40.5% |
| Participation rate | 30.6% | 60.0%-29.3pp | 69.0%-38.4pp | 69.8%-39.2pp |
| Annual return | -17.87% | -8.29%-9.6pp | -6.38%-11.5pp | 1.58%-19.5pp |
| Employer contribution / active EE | $1,140 | $1,775-35.8% | $2,655-57.1% | $2,544-55.2% |
| Participant deferral / active EE | $1,107 | $2,945-62.4% | $3,941-71.9% | $4,237-73.9% |
| Admin fee / account holder | $191 | $577-67.0% | $4,932-96.1% | $593-67.8% |