See peer percentile detail with Solo.
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 & TRUST6 years Service code 15 · EIN 45-0210545 PO BOX 1827 · WILLISTON, ND 58802 | Recordkeeping | $29,024 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,484 | $101,724+4.7% | $164,813-35.4% | $80,856+31.7% |
| Participation rate | 97.3% | 71.8%+25.5pp | 78.6%+18.7pp | 67.6%+29.7pp |
| Annual return | 13.30% | 16.72%-3.4pp | 69.93%-56.6pp | 35.59%-22.3pp |
| Employer contribution / active EE | $5,669 | $2,953+91.9% | $4,341+30.6% | $2,755+105.8% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,031-100.0% | $4,296-100.0% |
| Admin fee / account holder | $246 | $8,227-97.0% | $12,690-98.1% | $6,918-96.4% |