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 COUNCIL2 years Filed as: ADVISOR'S PRIDE Service code 54 · EIN 31-1689208 | Sales Loads | $49,481 |
ALERUS FINANCIAL, N.A.5 years Service code 15 · EIN 45-6062081 | Recordkeeping | $22,013 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,965 | $56,485+107.1% | $185,823-37.1% | $86,799+34.8% |
| Participation rate | 67.4% | 65.5%+1.9pp | 81.7%-14.3pp | 72.3%-4.9pp |
| Annual return | 13.93% | 118.04%-104.1pp | 122.05%-108.1pp | 97.91%-84.0pp |
| Employer contribution / active EE | $876 | $1,843-52.5% | $5,167-83.1% | $2,405-63.6% |
| Participant deferral / active EE | $3,980 | $2,553+55.9% | $5,568-28.5% | $4,131-3.7% |
| Admin fee / account holder | $293 | $150+95.9% | $16,237-98.2% | $170+72.8% |