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 7-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 |
|---|---|---|
Filed as: CHRISTENSEN GROUP FINANCIAL Service code 27 9855 W 78TH STREET · EDEN PRAIRIE, MN 55344 | Advisory (Plan) | $35,000 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $9,530 |
ASCENSUS LLC1 year Filed as: FUTURE PLAN BY ASCENSUS. Service code 13 415 8TH AVE NE · BRAINERD, MN 56401 | Contract Administrator | $6,954 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,356 | $101,317+62.2% | $146,958+11.8% | $74,495+120.6% |
| Participation rate | 85.6% | 75.5%+10.1pp | 82.2%+3.4pp | 67.2%+18.4pp |
| Annual return | 17.16% | 8730.91%-8713.8pp | 418.34%-401.2pp | 1364.94%-1347.8pp |
| Employer contribution / active EE | $4,001 | $3,810+5.0% | $4,933-18.9% | $2,623+52.5% |
| Participant deferral / active EE | $8,075 | $7,303+10.6% | $8,070+0.1% | $4,346+85.8% |
| Admin fee / account holder | $305 | $1,739-82.5% | $12,998-97.7% | $1,942-84.3% |