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 | $3,691 |
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 49 PO BOX 806 · ROSEVILLE, CA 95661 | Other Services | $210 |
Filed as: SECURIAN FINANCIAL SERVICES, INC Service code 99 400 ROBERT ST N · ST 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 | $56,981 | $53,777+6.0% | $134,143-57.5% | $79,858-28.6% |
| Participation rate | 90.3% | 58.8%+31.5pp | 72.2%+18.1pp | 69.6%+20.6pp |
| Annual return | 11.69% | 19.01%-7.3pp | 36.33%-24.6pp | 31.71%-20.0pp |
| Employer contribution / active EE | $2,675 | $1,321+102.4% | $3,704-27.8% | $2,471+8.3% |
| Participant deferral / active EE | $3,862 | $2,420+59.6% | $3,499+10.4% | $3,740+3.3% |
| Admin fee / account holder | $283 | $3,984-92.9% | $6,684-95.8% | $5,306-94.7% |