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.2+ years Service code 15 · EIN 45-6062081 401 DEMERS AVENUE · GRAND FORKS, ND 58201 | Recordkeeping | $14,222 |
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 | $109,477 | $87,841+24.6% | $133,980-18.3% | $62,891+74.1% |
| Participation rate | 95.9% | 83.4%+12.5pp | 87.1%+8.8pp | 69.3%+26.6pp |
| Annual return | 8.45% | 12.05%-3.6pp | 29.30%-20.9pp | 20.14%-11.7pp |
| Employer contribution / active EE | $2,284 | $3,483-34.4% | $5,211-56.2% | $2,281+0.1% |
| Participant deferral / active EE | $2,418 | $4,812-49.7% | $6,282-61.5% | $3,203-24.5% |
| Admin fee / account holder | $124 | $5,371-97.7% | $9,324-98.7% | $4,296-97.1% |