Filed April 15, 1991
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 |
|---|---|---|
ALERUS FINANCIAL, N.A.5+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $24,419 |
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 | $28,105 | $65,376-57.0% | $87,100-67.7% | $65,185-56.9% |
| Participation rate | 83.7% | 75.3%+8.4pp | 76.9%+6.9pp | 70.2%+13.5pp |
| Annual return | 27.45% | 31.27%-3.8pp | 28.19%-0.7pp | 29.38%-1.9pp |
| Employer contribution / active EE | $962 | $1,822-47.2% | $2,521-61.9% | $2,177-55.8% |
| Participant deferral / active EE | $2,030 | $3,388-40.1% | $4,049-49.9% | $3,514-42.2% |
| Admin fee / account holder | $120 | $520-76.9% | $7,497-98.4% | $847-85.8% |