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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ALERUS FINANCIAL, N.A.10+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $125,401 |
Filed as: BENDA, GRACE, STULZ & COMPANY P.C. Service code 10 · EIN 38-2284921 | Accounting | $12,000 |
FISHER SPIEGEL KUNKLE & GERBER PLLC10+ years Service code 10 · EIN 38-2771156 | Accounting | $11,800 |
SEBER TANS, PLC6 years Service code 10 · EIN 20-0503877 | Accounting | $11,540 |
MCGINTY ET AL10+ years Service code 29 · EIN 38-2060103 | Legal | $7,492 |
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 | $201,443 | $80,724+149.5% | $103,333+94.9% | $74,495+170.4% |
| Participation rate | 84.8% | 65.7%+19.1pp | 74.5%+10.3pp | 67.2%+17.6pp |
| Annual return | 11.52% | 27.56%-16.0pp | 24.88%-13.4pp | 1364.94%-1353.4pp |
| Employer contribution / active EE | $10,927 | $3,157+246.1% | $3,868+182.5% | $2,623+316.6% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,057-100.0% | $4,346-100.0% |
| Admin fee / account holder | $944 | $2,368-60.1% | $8,355-88.7% | $1,942-51.4% |