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.8+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $43,474 |
GOOD LIFE ADVISORS, LLC3 years Filed as: GOOD LIFE ADVISORS Service code 28 · EIN 47-3999292 | Investment Management | $14,065 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,621 | $72,254-63.2% | $86,677-69.3% | $64,808-58.9% |
| Participation rate | 84.5% | 80.4%+4.1pp | 76.6%+8.0pp | 71.5%+13.1pp |
| Annual return | -20.91% | 392.42%-413.3pp | 35.91%-56.8pp | 32.82%-53.7pp |
| Employer contribution / active EE | $1,410 | $2,393-41.1% | $2,836-50.3% | $2,506-43.7% |
| Participant deferral / active EE | $2,966 | $4,658-36.3% | $4,656-36.3% | $4,310-31.2% |
| Admin fee / account holder | $205 | $174+17.8% | $7,493-97.3% | $188+9.0% |