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.5+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $181,592 |
STRATEGENCE CAPITAL LLC5+ years Service code 26 10406 STATE ROUTE 118 · VAN WERT, OH 45891 | Advisory (Participants) | $72,494 |
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 | $46,937 | $105,247-55.4% | $87,100-46.1% | $77,787-39.7% |
| Participation rate | 94.6% | 85.8%+8.8pp | 76.9%+17.7pp | 73.2%+21.4pp |
| Annual return | 22.90% | 24.52%-1.6pp | 28.19%-5.3pp | 32.57%-9.7pp |
| Employer contribution / active EE | $2,269 | $2,895-21.6% | $2,521-10.0% | $2,504-9.4% |
| Participant deferral / active EE | $3,361 | $5,060-33.6% | $4,049-17.0% | $3,967-15.3% |
| Admin fee / account holder | $153 | $104+46.7% | $7,497-98.0% | $100+53.2% |