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.6+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $108,207 |
COMMONWEALTH FINANCIAL NETWORK6+ years Filed as: COMMONWEALTH EQUITY SERVICES LLP Service code 28 · EIN 04-2675571 | Investment Management | $53,665 |
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 | $87,765 | $52,293+67.8% | $178,490-50.8% | $73,409+19.6% |
| Participation rate | 80.8% | 65.3%+15.5pp | 81.9%-1.1pp | 72.2%+8.7pp |
| Annual return | 14.80% | 34.75%-20.0pp | 151.07%-136.3pp | 59.29%-44.5pp |
| Employer contribution / active EE | $2,752 | $1,735+58.6% | $5,011-45.1% | $2,234+23.2% |
| Participant deferral / active EE | $3,387 | $2,332+45.2% | $5,202-34.9% | $3,805-11.0% |
| Admin fee / account holder | $196 | $127+54.1% | $13,984-98.6% | $158+24.3% |