Filed August 6, 2009
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.1 year Service code 15 · EIN 45-6062081 | Recordkeeping | $45,705 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,088 | $44,642+32.4% | $91,220-35.2% | $66,914-11.7% |
| Participation rate | 100.0% | 64.9%+35.1pp | 73.2%+26.8pp | 69.8%+30.2pp |
| Annual return | -15.06% | -12.29%-2.8pp | 114.01%-129.1pp | 1.58%-16.6pp |
| Employer contribution / active EE | $6,907 | $1,706+304.7% | $2,850+142.3% | $2,544+171.5% |
| Participant deferral / active EE | $8,415 | $3,349+151.3% | $4,234+98.8% | $4,237+98.6% |
| Admin fee / account holder | $223 | $521-57.3% | $5,420-95.9% | $593-62.5% |