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.3 years Service code 15 · EIN 45-6062081 | Recordkeeping | $23,984 |
Filed as: STRATEGIC WEALTH GROUP Service code 54 · EIN 81-3001567 | Sales Loads | $19,205 |
ADVISORS' PRIDE INC.1 year Filed as: ADVISORS PRIDE Service code 54 · EIN 31-1689208 | Sales Loads | $13,577 |
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 | $105,345 | $62,928+67.4% | $172,739-39.0% | $67,579+55.9% |
| Participation rate | 65.3% | 64.5%+0.8pp | 82.6%-17.4pp | 71.3%-6.0pp |
| Annual return | 20.70% | 30.36%-9.7pp | 802.84%-782.1pp | 378.56%-357.9pp |
| Employer contribution / active EE | $853 | $1,636-47.9% | $5,143-83.4% | $2,148-60.3% |
| Participant deferral / active EE | $3,800 | $2,145+77.2% | $5,198-26.9% | $3,539+7.4% |
| Admin fee / account holder | $263 | $167+57.7% | $13,954-98.1% | $142+84.7% |