Filed January 3, 2022 (most recent of 3 filings on file)
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 |
|---|---|---|
INTERACTIVE RETIREMENT SYSTEMS1+ years Filed as: INTERACTIVE RETIREMENT SYSTEMS, LTD Service code 50 · EIN 41-1632187 | Direct Payment | $55,372 |
ALERUS FINANCIAL, N.A.1+ years Service code 50 · EIN 45-6062081 | Direct Payment | $12,829 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,916 | $50,498+121.6% | $75,781+47.7% | $55,191+102.8% |
| Participation rate | 93.5% | 69.4%+24.0pp | 75.8%+17.7pp | 69.2%+24.3pp |
| Annual return | -0.32% | 1.80%-2.1pp | 9.68%-10.0pp | 10.78%-11.1pp |
| Employer contribution / active EE | $5,834 | $2,291+154.7% | $3,323+75.5% | $1,899+207.2% |
| Participant deferral / active EE | $5,972 | $2,589+130.7% | $3,651+63.6% | $3,046+96.0% |
| Admin fee / account holder | $205 | $123+67.0% | $5,299-96.1% | $91+126.3% |