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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.
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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 | $14,947 |
ASSET STRATEGY RC, LLC3 years Filed as: ASSET STRATEGY RC, LLC. Service code 26 · EIN 26-3170838 | Advisory (Participants) | $8,638 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $1,462 |
CHARLES SCHWAB & CO., INC.6+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $56,393 | $54,573+3.3% | $90,951-38.0% | $73,488-23.3% |
| Participation rate | 69.2% | 61.2%+8.1pp | 69.0%+0.2pp | 70.7%-1.4pp |
| Annual return | 13.12% | 16.69%-3.6pp | 134.60%-121.5pp | 28.51%-15.4pp |
| Employer contribution / active EE | $0 | $991-100.0% | $2,122-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,378 | $2,517-5.5% | $3,373-29.5% | $3,740-36.4% |
| Admin fee / account holder | $243 | $521-53.4% | $5,959-95.9% | $513-52.6% |