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.1 year Service code 15 401 DEMERS AVENUE · GRAND FORKS, ND 58201 | Recordkeeping | $3,926 |
PENSION PLAN ADMINISTRATION, LLC3+ years Filed as: PENSION PLAN ADMINISTRATION LLC Service code 13 200 LOUISIANA · LITTLE ROCK, AR 72201 | Contract Administrator | $400 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $200 |
Filed as: EMPOWER RETIREMENT ADVISORY SVCS Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7 |
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 | $58,326 | $58,726-0.7% | $92,233-36.8% | $62,292-6.4% |
| Participation rate | 82.0% | 68.3%+13.7pp | 76.5%+5.5pp | 69.5%+12.5pp |
| Annual return | 19.03% | 43.62%-24.6pp | 176.28%-157.2pp | 28.90%-9.9pp |
| Employer contribution / active EE | $16,186 | $2,392+576.7% | $3,679+339.9% | $2,042+692.6% |
| Participant deferral / active EE | $2,691 | $2,766-2.7% | $3,897-30.9% | $3,169-15.1% |
| Admin fee / account holder | $47 | $556-91.5% | $5,194-99.1% | $479-90.1% |