Filed August 16, 2018 (most recent of 2 filings on file)
Total covered: 59 employees
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.4+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $76,509 |
COMMONWEALTH FINANCIAL NETWORK4+ years Filed as: COMMONWEALTH EQUITY SERVICES LLP Service code 28 · EIN 04-2675571 | Investment Management | $42,190 |
CLIFTONLARSONALLEN LLP4+ years Filed as: CLIFTON LARSON ALLEN LLP Service code 17 · EIN 41-0746749 | Pension Consulting | $7,310 |
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 | $67,876 | $37,196+82.5% | $154,107-56.0% | $55,725+21.8% |
| Participation rate | 81.1% | 64.1%+17.0pp | 83.0%-1.9pp | 70.9%+10.2pp |
| Annual return | -2.58% | 1319.68%-1322.3pp | 735.12%-737.7pp | 244.93%-247.5pp |
| Employer contribution / active EE | $2,517 | $1,614+56.0% | $5,298-52.5% | $2,078+21.1% |
| Participant deferral / active EE | $3,199 | $2,068+54.7% | $5,081-37.0% | $3,356-4.7% |
| Admin fee / account holder | $162 | $102+59.0% | $13,411-98.8% | $115+40.3% |