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.6+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $187,297 |
STRATEGENCE CAPITAL LLC6+ years Service code 26 10406 STATE ROUTE 118 · VAN WERT, OH 45891 | Advisory (Participants) | $60,434 |
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 | $58,309 | $176,491-67.0% | $95,952-39.2% | $90,288-35.4% |
| Participation rate | 95.1% | 86.6%+8.5pp | 77.1%+18.0pp | 73.4%+21.7pp |
| Annual return | 13.47% | 20.14%-6.7pp | 91.61%-78.1pp | 53.97%-40.5pp |
| Employer contribution / active EE | $2,424 | $2,789-13.1% | $2,541-4.6% | $2,524-4.0% |
| Participant deferral / active EE | $3,680 | $5,340-31.1% | $4,167-11.7% | $4,232-13.1% |
| Admin fee / account holder | $162 | $154+5.0% | $6,795-97.6% | $114+41.8% |