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 |
|---|---|---|
Filed as: RAYMOND JAMES Service code 63 | 12b-1 Fees | $50 |
ALERUS FINANCIAL, N.A.2 years Filed as: ALERUS FINANCIAL Service code 15 | Recordkeeping | $25 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $24,773 | $73,102-66.1% | $123,544-79.9% | $56,287-56.0% |
| Participation rate | 80.7% | 74.3%+6.4pp | 82.3%-1.6pp | 69.9%+10.8pp |
| Annual return | -1.41% | 3.01%-4.4pp | 119.20%-120.6pp | -9.96%+8.5pp |
| Employer contribution / active EE | $2,189 | $2,977-26.5% | $4,628-52.7% | $2,111+3.7% |
| Participant deferral / active EE | $3,865 | $5,423-28.7% | $6,426-39.8% | $3,350+15.4% |
| Admin fee / account holder | $134 | $554-75.8% | $9,284-98.6% | $521-74.2% |