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.3+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $119,927 |
STRATEGENCE CAPITAL LLC3+ years Service code 26 10406 STATE ROUTE 118 · VAN WERT, OH 45891 | Advisory (Participants) | $69,993 |
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 | $38,307 | $88,730-56.8% | $82,313-53.5% | $77,958-50.9% |
| Participation rate | 91.9% | 84.5%+7.3pp | 76.9%+15.0pp | 71.6%+20.2pp |
| Annual return | 16.63% | 20.88%-4.3pp | 25.88%-9.2pp | 20.87%-4.2pp |
| Employer contribution / active EE | $1,367 | $2,758-50.4% | $2,428-43.7% | $2,310-40.8% |
| Participant deferral / active EE | $2,933 | $4,634-36.7% | $3,706-20.9% | $3,537-17.1% |
| Admin fee / account holder | $120 | $74+62.3% | $5,608-97.9% | $97+23.3% |