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 5-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 |
|---|---|---|
Service code 27 8530 EAGLE POINT BLVD · LAKE ELMO, MN 55042 | Advisory (Plan) | $18,191 |
PAI3 years Filed as: PAI TRUST Service code 19 3904 W. TECHNOLOGY CIRCLE · SIOUX FALLS, SD 57106 | Securities Custodian | $7,839 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $4,524 |
PAI3 years Service code 13 1201 ENTERPRISE DR. · DEPERE, WI 54115 | Contract Administrator | $4,245 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,981 | $69,477-71.2% | $94,646-78.9% | $71,457-72.0% |
| Participation rate | 92.4% | 78.4%+14.0pp | 80.8%+11.6pp | 67.9%+24.5pp |
| Annual return | 22.27% | 29.66%-7.4pp | 156.71%-134.4pp | 28.85%-6.6pp |
| Employer contribution / active EE | $2,670 | $2,853-6.4% | $3,672-27.3% | $2,588+3.2% |
| Participant deferral / active EE | $8,297 | $7,345+13.0% | $7,418+11.8% | $4,289+93.4% |
| Admin fee / account holder | $47 | $1,210-96.1% | $7,231-99.3% | $1,587-97.0% |