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.8+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $307,591 |
STRATEGENCE CAPITAL LLC8+ years Service code 26 10406 STATE ROUTE 118 · VAN WERT, OH 45891 | Advisory (Participants) | $72,500 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,971 | $130,141-56.2% | $86,677-34.3% | $77,904-26.9% |
| Participation rate | 94.4% | 85.9%+8.4pp | 76.6%+17.8pp | 73.7%+20.7pp |
| Annual return | -14.54% | -12.75%-1.8pp | 35.91%-50.5pp | 12.21%-26.7pp |
| Employer contribution / active EE | $2,698 | $3,220-16.2% | $2,836-4.9% | $2,848-5.3% |
| Participant deferral / active EE | $4,161 | $5,757-27.7% | $4,656-10.6% | $4,806-13.4% |
| Admin fee / account holder | $257 | $132+95.1% | $7,493-96.6% | $133+93.9% |