Filed February 6, 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 |
|---|---|---|
E2 RETIREMENT CONSULTING3 years Service code 26 · EIN 47-2442228 | Advisory (Participants) | $21,609 |
ALERUS FINANCIAL, N.A.4+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $11,862 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $51,544 | $59,186-12.9% | $76,768-32.9% | $56,287-8.4% |
| Participation rate | 88.7% | 75.2%+13.4pp | 77.0%+11.7pp | 69.9%+18.8pp |
| Annual return | -7.77% | 6.62%-14.4pp | 2.43%-10.2pp | -9.96%+2.2pp |
| Employer contribution / active EE | $599 | $1,759-66.0% | $2,485-75.9% | $2,111-71.6% |
| Participant deferral / active EE | $3,255 | $3,2550% | $3,852-15.5% | $3,350-2.8% |
| Admin fee / account holder | $174 | $489-64.4% | $6,675-97.4% | $521-66.5% |