Filed April 24, 1
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.1 year Service code 15 · EIN 45-6062081 | Recordkeeping | $13,609 |
Filed as: EDWARD D JONES & CO., LP Service code 54 · EIN 43-0345811 | Sales Loads | $13,052 |
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 | $104,833 | $46,173+127.0% | $170,442-38.5% | $69,631+50.6% |
| Participation rate | 56.6% | 63.9%-7.3pp | 83.6%-27.0pp | 70.7%-14.0pp |
| Annual return | 16.12% | 21.62%-5.5pp | 205.93%-189.8pp | 27571.02%-27554.9pp |
| Employer contribution / active EE | $768 | $1,610-52.3% | $5,433-85.9% | $2,032-62.2% |
| Participant deferral / active EE | $3,844 | $2,080+84.8% | $4,939-22.2% | $3,224+19.3% |
| Admin fee / account holder | $129 | $116+11.1% | $13,880-99.1% | $110+16.6% |