Filed November 16, 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 |
|---|---|---|
BRONFMAN E.L. ROTHSCHILD4+ years Filed as: BRONFMAN E.L. ROTHSCHILD L.P. Service code 28 · EIN 39-1908691 | Investment Management | $38,147 |
ALERUS FINANCIAL, N.A.3 years Service code 15 · EIN 45-0140105 | Recordkeeping | $18,442 |
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 | $61,200 | $59,186+3.4% | $76,768-20.3% | $56,287+8.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 77.0%+23.0pp | 69.9%+30.1pp |
| Annual return | -2.51% | 6.62%-9.1pp | 2.43%-4.9pp | -9.96%+7.4pp |
| Employer contribution / active EE | $2,107 | $1,759+19.8% | $2,485-15.2% | $2,111-0.2% |
| Participant deferral / active EE | $5,402 | $3,255+66.0% | $3,852+40.2% | $3,350+61.3% |
| Admin fee / account holder | $267 | $489-45.4% | $6,675-96.0% | $521-48.8% |