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 COUNCIL3 years Filed as: ADVISOR'S PRIDE Service code 54 · EIN 31-1689208 | Sales Loads | $47,571 |
ALERUS FINANCIAL, N.A.6 years Service code 15 · EIN 45-6062081 | Recordkeeping | $28,622 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,557 | $46,292+102.1% | $143,757-34.9% | $64,808+44.4% |
| Participation rate | 69.0% | 64.2%+4.8pp | 80.3%-11.3pp | 71.5%-2.5pp |
| Annual return | -17.21% | -10.05%-7.2pp | -0.04%-17.2pp | 32.82%-50.0pp |
| Employer contribution / active EE | $1,002 | $1,910-47.5% | $4,951-79.8% | $2,506-60.0% |
| Participant deferral / active EE | $4,505 | $2,646+70.3% | $5,637-20.1% | $4,310+4.5% |
| Admin fee / account holder | $315 | $154+104.8% | $14,673-97.9% | $188+67.7% |