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 |
|---|---|---|
ALERUS FINANCIAL, N.A.9+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $51,909 |
E2 RETIREMENT CONSULTING8 years Service code 26 · EIN 47-2442228 | Advisory (Participants) | $6,275 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,887 | $76,050-21.3% | $96,544-38.0% | $71,457-16.2% |
| Participation rate | 95.0% | 74.4%+20.6pp | 76.0%+19.1pp | 67.9%+27.1pp |
| Annual return | 13.63% | 22.81%-9.2pp | 25.84%-12.2pp | 28.85%-15.2pp |
| Employer contribution / active EE | $699 | $2,244-68.9% | $2,965-76.4% | $2,588-73.0% |
| Participant deferral / active EE | $3,978 | $4,215-5.6% | $4,851-18.0% | $4,289-7.2% |
| Admin fee / account holder | $297 | $2,707-89.0% | $8,252-96.4% | $1,587-81.3% |