Filed July 2, 2020 (most recent of 2 filings on file)
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 |
|---|---|---|
Filed as: SECURIAN FINANCIAL SERVICES Service code 26 400 ROBERT STREET N., · SAINT PAUL, MN 55101 | Advisory (Participants) | $23,085 |
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP Service code 13 · EIN 23-1945930 455 DEVON PARK DRIVE · WAYNE, PA 19087 | Contract Administrator | $5,614 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $51,780 | $99,957-48.2% | $149,696-65.4% | $73,488-29.5% |
| Participation rate | 92.4% | 75.7%+16.7pp | 82.5%+10.0pp | 70.7%+21.8pp |
| Annual return | 46.49% | 53.87%-7.4pp | 276.60%-230.1pp | 28.51%+18.0pp |
| Employer contribution / active EE | $5,446 | $3,191+70.7% | $4,644+17.3% | $2,270+139.9% |
| Participant deferral / active EE | $8,790 | $6,073+44.7% | $6,842+28.5% | $3,740+135.0% |
| Admin fee / account holder | $178 | $551-67.7% | $9,309-98.1% | $513-65.4% |