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 |
|---|---|---|
ADVISOR RESOURCE COUNCIL1 year Filed as: ADVISOR'S PRIDE Service code 54 · EIN 31-1689208 | Sales Loads | $42,355 |
ALERUS FINANCIAL, N.A.4 years Service code 15 · EIN 45-6062081 | Recordkeeping | $19,815 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,722 | $52,293+127.0% | $178,490-33.5% | $73,409+61.7% |
| Participation rate | 70.7% | 65.3%+5.4pp | 81.9%-11.2pp | 72.2%-1.5pp |
| Annual return | 19.99% | 34.75%-14.8pp | 151.07%-131.1pp | 59.29%-39.3pp |
| Employer contribution / active EE | $963 | $1,735-44.5% | $5,011-80.8% | $2,234-56.9% |
| Participant deferral / active EE | $4,210 | $2,332+80.5% | $5,202-19.1% | $3,805+10.6% |
| Admin fee / account holder | $276 | $127+117.0% | $13,984-98.0% | $158+75.0% |