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 COUNCIL4 years Filed as: ADVISOR'S PRIDE Service code 54 · EIN 31-1689208 | Sales Loads | $45,128 |
ALERUS FINANCIAL, N.A.7 years Service code 15 · EIN 45-6062081 | Recordkeeping | $22,628 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,303 | $47,126+108.6% | $149,673-34.3% | $74,419+32.1% |
| Participation rate | 77.5% | 63.4%+14.1pp | 78.8%-1.2pp | 70.7%+6.8pp |
| Annual return | 17.44% | 22.75%-5.3pp | 134.42%-117.0pp | 34.38%-16.9pp |
| Employer contribution / active EE | $1,146 | $1,905-39.9% | $4,818-76.2% | $2,637-56.6% |
| Participant deferral / active EE | $4,738 | $2,728+73.7% | $5,680-16.6% | $4,528+4.6% |
| Admin fee / account holder | $255 | $343-25.7% | $13,210-98.1% | $348-26.8% |