Filed April 1, 2006 (most recent of 2 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 |
|---|---|---|
STRATEGIC ADVISORS, INC.1+ years Filed as: STRATEGIC INVESTMENT ADVISORS Service code 27 · EIN 32-0153389 | Advisory (Plan) | $29,926 |
ALERUS FINANCIAL, N.A.1+ years Filed as: ALERUS FINANCIAL Service code 64 · EIN 42-6062081 | Recordkeeping Fees | $17,932 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $78,456 | $38,595+103.3% | $80,004-1.9% | $52,331+49.9% |
| Participation rate | 100.0% | 64.5%+35.5pp | 73.0%+27.0pp | 68.1%+31.9pp |
| Annual return | -2.31% | 2.04%-4.3pp | 7.63%-9.9pp | 4.54%-6.8pp |
| Employer contribution / active EE | $2,547 | $1,133+124.8% | $2,473+3.0% | $1,882+35.3% |
| Participant deferral / active EE | $3,012 | $2,318+29.9% | $3,204-6.0% | $3,022-0.3% |
| Admin fee / account holder | $241 | $304-20.6% | $5,033-95.2% | $592-59.2% |