Filed August 23, 2013
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 |
|---|---|---|
BREMER BANK NATIONAL ASSOCIATION3+ years Filed as: BREMER TRUST, N.A. Service code 21 P.O. BOX 986 · ST. CLOUD, MN 56301 | Bank Trustee | $25,303 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,740 |
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 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 | $18,280 | $37,196-50.9% | $154,107-88.1% | $55,725-67.2% |
| Participation rate | 51.0% | 64.1%-13.1pp | 83.0%-32.0pp | 70.9%-19.9pp |
| Annual return | -5.33% | 1319.68%-1325.0pp | 735.12%-740.4pp | 244.93%-250.3pp |
| Employer contribution / active EE | $553 | $1,614-65.7% | $5,298-89.6% | $2,078-73.4% |
| Participant deferral / active EE | $1,111 | $2,068-46.3% | $5,081-78.1% | $3,356-66.9% |
| Admin fee / account holder | $80 | $102-21.0% | $13,411-99.4% | $115-30.4% |