Filed December 16, 1998
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 |
|---|---|---|
ALERUS FINANCIAL, N.A.10+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $88,379 |
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 | $244,446 | $36,790+564.4% | $84,966+187.7% | - |
| Participation rate | 100.0% | 47.2%+52.8pp | 67.5%+32.5pp | - |
| Annual return | 13.32% | 16.20%-2.9pp | 66.38%-53.1pp | - |
| Employer contribution / active EE | $14,541 | $1,404+935.7% | $2,727+433.2% | - |
| Participant deferral / active EE | $10,526 | $2,003+425.5% | $4,519+132.9% | - |
| Admin fee / account holder | $650 | $2,089-68.9% | $6,149-89.4% | - |