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 |
|---|---|---|
ALERUS FINANCIAL, N.A.2+ years Service code 50 · EIN 45-6062081 | Direct Payment | $113,814 |
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 | $114,751 | $57,921+98.1% | $84,750+35.4% | $57,658+99.0% |
| Participation rate | 95.0% | 72.9%+22.1pp | 76.6%+18.4pp | 70.2%+24.8pp |
| Annual return | 11.70% | 10.24%+1.5pp | 22.78%-11.1pp | 5.13%+6.6pp |
| Employer contribution / active EE | $5,925 | $2,598+128.0% | $3,574+65.8% | $1,974+200.2% |
| Participant deferral / active EE | $6,492 | $2,742+136.8% | $3,712+74.9% | $3,061+112.1% |
| Admin fee / account holder | $299 | $130+130.4% | $5,332-94.4% | $95+216.0% |