Filed April 18, 2014 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
ALERUS FINANCIAL, N.A.8 years Service code 15 · EIN 45-6062081 | Recordkeeping | $105,345 |
LUMINARY WEALTH1 year Service code 26 · EIN 20-5192414 | Advisory (Participants) | $59,205 |
Service code 28 8182 MARYLAND AVE · ST LOUIS, MO 63105 | Investment Management | $18,019 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 25 · EIN 82-3967259 | Directed Trustee | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,395 | $50,127-51.3% | $149,673-83.7% | $80,160-69.6% |
| Participation rate | 50.2% | 64.3%-14.1pp | 78.8%-28.5pp | 72.9%-22.7pp |
| Annual return | 15.57% | 29.82%-14.2pp | 134.42%-118.8pp | 40.38%-24.8pp |
| Employer contribution / active EE | $757 | $1,865-59.4% | $4,818-84.3% | $2,978-74.6% |
| Participant deferral / active EE | $1,102 | $3,194-65.5% | $5,680-80.6% | $5,017-78.0% |
| Admin fee / account holder | $148 | $153-2.8% | $13,210-98.9% | $145+2.4% |