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.1+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $84,779 |
STRATEGENCE CAPITAL LLC1+ years Service code 26 10406 STATE ROUTE 118 · VAN WERT, OH 45891 | Advisory (Participants) | $63,283 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $29,029 | $71,957-59.7% | $67,652-57.1% | $59,188-51.0% |
| Participation rate | 91.2% | 82.7%+8.5pp | 75.7%+15.5pp | 69.4%+21.8pp |
| Annual return | -0.05% | 8.53%-8.6pp | 6625.04%-6625.1pp | 5.51%-5.6pp |
| Employer contribution / active EE | $1,161 | $2,432-52.3% | $2,266-48.8% | $2,098-44.7% |
| Participant deferral / active EE | $2,408 | $4,211-42.8% | $3,560-32.4% | $3,265-26.2% |
| Admin fee / account holder | $102 | $64+58.4% | $4,821-97.9% | $92+10.2% |