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) | $46,272 |
THE VANGUARD GROUP, INC.3 years Filed as: THE VANGUARD GROUP Service code 13 · EIN 23-1945930 455 DEVON PARK DRIVE · WAYNE, PA 19087 | Contract Administrator | $5,496 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,162 | $82,202-54.8% | $125,339-70.4% | $64,808-42.7% |
| Participation rate | 85.3% | 77.9%+7.5pp | 82.4%+3.0pp | 71.5%+13.9pp |
| Annual return | -16.11% | 3.48%-19.6pp | 572.05%-588.2pp | 32.82%-48.9pp |
| Employer contribution / active EE | $3,222 | $3,615-10.9% | $4,814-33.1% | $2,506+28.6% |
| Participant deferral / active EE | $6,629 | $7,175-7.6% | $7,446-11.0% | $4,310+53.8% |
| Admin fee / account holder | $145 | $163-11.4% | $10,010-98.6% | $188-23.0% |