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.9+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $61,548 |
GOOD LIFE ADVISORS, LLC4 years Filed as: GOOD LIFE ADVISORS Service code 28 · EIN 47-3999292 | Investment Management | $6,521 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,034 | $99,078-64.6% | $96,544-63.7% | $74,419-52.9% |
| Participation rate | 76.9% | 80.7%-3.8pp | 76.0%+0.9pp | 70.7%+6.1pp |
| Annual return | 18.27% | 22.48%-4.2pp | 25.84%-7.6pp | 34.38%-16.1pp |
| Employer contribution / active EE | $1,108 | $2,570-56.9% | $2,965-62.6% | $2,637-58.0% |
| Participant deferral / active EE | $2,678 | $4,933-45.7% | $4,851-44.8% | $4,528-40.9% |
| Admin fee / account holder | $216 | $225-3.9% | $8,252-97.4% | $348-37.9% |