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.2+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $101,923 |
STRATEGENCE CAPITAL LLC2+ years Service code 26 10406 STATE ROUTE 118 · VAN WERT, OH 45891 | Advisory (Participants) | $66,038 |
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 | $34,289 | $80,211-57.3% | $74,183-53.8% | $63,975-46.4% |
| Participation rate | 92.5% | 84.2%+8.3pp | 76.6%+15.9pp | 71.1%+21.4pp |
| Annual return | 10.13% | 14.13%-4.0pp | 17.74%-7.6pp | 48.65%-38.5pp |
| Employer contribution / active EE | $1,316 | $2,553-48.5% | $2,370-44.5% | $2,182-39.7% |
| Participant deferral / active EE | $2,743 | $4,370-37.2% | $3,550-22.7% | $3,356-18.3% |
| Admin fee / account holder | $114 | $67+70.0% | $5,586-98.0% | $70+62.2% |