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.6+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $28,542 |
GOOD LIFE ADVISORS, LLC1 year Filed as: GOOD LIFE ADVISORS Service code 28 · EIN 47-3999292 | Investment Management | $12,916 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $21,858 | $79,519-72.5% | $95,952-77.2% | $73,409-70.2% |
| Participation rate | 87.9% | 81.2%+6.7pp | 77.1%+10.8pp | 72.2%+15.7pp |
| Annual return | 17.43% | 19.20%-1.8pp | 91.61%-74.2pp | 59.29%-41.9pp |
| Employer contribution / active EE | $938 | $2,048-54.2% | $2,541-63.1% | $2,234-58.0% |
| Participant deferral / active EE | $1,971 | $4,138-52.4% | $4,167-52.7% | $3,805-48.2% |
| Admin fee / account holder | $126 | $184-31.7% | $6,795-98.1% | $158-20.2% |