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.5+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $95,637 |
COMMONWEALTH FINANCIAL NETWORK5+ years Filed as: COMMONWEALTH EQUITY SERVICES LLP Service code 28 · EIN 04-2675571 | Investment Management | $48,592 |
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 | $79,045 | $62,928+25.6% | $172,739-54.2% | $67,579+17.0% |
| Participation rate | 79.9% | 64.5%+15.5pp | 82.6%-2.7pp | 71.3%+8.7pp |
| Annual return | 21.75% | 30.36%-8.6pp | 802.84%-781.1pp | 378.56%-356.8pp |
| Employer contribution / active EE | $2,671 | $1,636+63.3% | $5,143-48.1% | $2,148+24.4% |
| Participant deferral / active EE | $3,363 | $2,145+56.8% | $5,198-35.3% | $3,539-5.0% |
| Admin fee / account holder | $179 | $167+7.5% | $13,954-98.7% | $142+25.9% |