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.10+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $54,897 |
E2 RETIREMENT CONSULTING9 years Service code 26 · EIN 47-2442228 | Advisory (Participants) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,798 | $79,171-9.3% | $102,423-29.9% | $74,495-3.6% |
| Participation rate | 94.8% | 74.8%+20.0pp | 76.5%+18.3pp | 67.2%+27.6pp |
| Annual return | 13.12% | 54.93%-41.8pp | 29.32%-16.2pp | 1364.94%-1351.8pp |
| Employer contribution / active EE | $739 | $2,362-68.7% | $3,023-75.6% | $2,623-71.8% |
| Participant deferral / active EE | $4,144 | $4,415-6.2% | $5,053-18.0% | $4,346-4.7% |
| Admin fee / account holder | $300 | $2,001-85.0% | $9,451-96.8% | $1,942-84.6% |