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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.
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 |
|---|---|---|
FIRST STATE BANK & TRUST5 years Service code 15 · EIN 45-0210545 PO BOX 1827 · WILLISTON, ND 58802 | Recordkeeping | $26,199 |
BRADY MARTZ & ASSOCIATES1 year Filed as: BRADY, MARTZ & ASSOCIATES, P.C. Service code 10 · EIN 45-0310328 207 EAST BROADWAY AVENUE · BISMARCK, ND 58502 | Accounting | $9,376 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,683 | $91,538+13.3% | $129,995-20.2% | $75,163+37.9% |
| Participation rate | 97.2% | 71.4%+25.8pp | 78.5%+18.7pp | 67.2%+30.0pp |
| Annual return | 17.34% | -631.11%+648.5pp | -137.18%+154.5pp | 160.62%-143.3pp |
| Employer contribution / active EE | $5,963 | $2,845+109.6% | $4,320+38.0% | $2,670+123.3% |
| Participant deferral / active EE | $0 | $4,341-100.0% | $5,820-100.0% | $4,125-100.0% |
| Admin fee / account holder | $309 | $6,790-95.4% | $10,614-97.1% | $5,651-94.5% |