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 |
|---|---|---|
FIRST STATE BANK & TRUST1 year Service code 15 · EIN 45-0210545 PO BOX 1827 · WILLISTON, ND 58802 | Recordkeeping | $40,103 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $92,869 | $83,477+11.3% | $125,175-25.8% | $72,985+27.2% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 18.27% | 25.78%-7.5pp | 43.79%-25.5pp | 81.00%-62.7pp |
| Employer contribution / active EE | $5,377 | $2,345+129.3% | $3,865+39.1% | $2,440+120.4% |
| Participant deferral / active EE | $0 | $3,585-100.0% | $4,937-100.0% | $3,607-100.0% |
| Admin fee / account holder | $349 | $5,517-93.7% | $9,702-96.4% | $5,124-93.2% |