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.2 years Service code 15 · EIN 45-6062081 | Recordkeeping | $22,143 |
Filed as: EDWARD D JONES & CO., LP Service code 54 · EIN 43-0345811 | Sales Loads | $9,218 |
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 | $89,149 | $37,196+139.7% | $154,107-42.2% | $55,725+60.0% |
| Participation rate | 65.8% | 64.1%+1.7pp | 83.0%-17.2pp | 70.9%-5.0pp |
| Annual return | -2.68% | 1319.68%-1322.4pp | 735.12%-737.8pp | 244.93%-247.6pp |
| Employer contribution / active EE | $839 | $1,614-48.0% | $5,298-84.2% | $2,078-59.6% |
| Participant deferral / active EE | $3,849 | $2,068+86.1% | $5,081-24.2% | $3,356+14.7% |
| Admin fee / account holder | $137 | $102+34.8% | $13,411-99.0% | $115+18.9% |