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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ALERUS FINANCIAL, N.A.10+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $58,459 |
EVEREST CONSULTANTS1 year Filed as: EVEREST CONSULTING LLC Service code 28 · EIN 16-1526768 | Investment Management | $21,479 |
GOOD LIFE ADVISORS, LLC5 years Filed as: GOOD LIFE ADVISORS Service code 28 · EIN 47-3999292 | Investment Management | $10,908 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,279 | $88,890-53.6% | $102,423-59.7% | $77,643-46.8% |
| Participation rate | 87.0% | 80.9%+6.1pp | 76.5%+10.5pp | 70.6%+16.5pp |
| Annual return | 14.53% | 24.98%-10.5pp | 29.32%-14.8pp | 31.24%-16.7pp |
| Employer contribution / active EE | $1,516 | $2,698-43.8% | $3,023-49.9% | $2,726-44.4% |
| Participant deferral / active EE | $3,131 | $5,145-39.2% | $5,053-38.0% | $4,647-32.6% |
| Admin fee / account holder | $324 | $235+37.4% | $9,451-96.6% | $430-24.8% |