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 |
|---|---|---|
Filed as: SECURIAN FINANCIAL SERVICES, INC. Service code 99 | Other Fees | $8,057 |
Filed as: SECURIAN FINANCIAL SERVICS, INC. Service code 99 400 ROBERT ST N · SAINT PAUL, MN 55101 | Other Fees | $0 |
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 | $42,345 | $48,570-12.8% | $130,648-67.6% | $72,985-42.0% |
| Participation rate | 100.0% | 58.6%+41.4pp | 71.7%+28.3pp | 69.5%+30.5pp |
| Annual return | 17.53% | 38.63%-21.1pp | 1708.96%-1691.4pp | 81.00%-63.5pp |
| Employer contribution / active EE | $3,502 | $1,334+162.5% | $4,092-14.4% | $2,440+43.5% |
| Participant deferral / active EE | $3,135 | $2,384+31.5% | $3,603-13.0% | $3,607-13.1% |
| Admin fee / account holder | $244 | $3,549-93.1% | $5,464-95.5% | $5,124-95.2% |