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 COUNCIL5 years Filed as: ADVISOR'S PRIDE Service code 54 · EIN 31-1689208 | Sales Loads | $52,157 |
ALERUS FINANCIAL, N.A.8 years Service code 15 · EIN 45-6062081 | Recordkeeping | $27,545 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,491 | $50,815+95.8% | $155,509-36.0% | $77,643+28.1% |
| Participation rate | 70.8% | 63.1%+7.7pp | 78.2%-7.3pp | 70.6%+0.3pp |
| Annual return | 17.24% | 34.80%-17.6pp | 64.67%-47.4pp | 31.24%-14.0pp |
| Employer contribution / active EE | $966 | $1,993-51.5% | $4,672-79.3% | $2,726-64.5% |
| Participant deferral / active EE | $4,417 | $2,822+56.5% | $5,626-21.5% | $4,647-4.9% |
| Admin fee / account holder | $279 | $437-36.2% | $15,912-98.2% | $430-35.3% |