Filed November 30, 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 7-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.1 year Service code 15 · EIN 45-6062081 | Recordkeeping | $3,226 |
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 | $139,985 | $104,475+34.0% | $159,436-12.2% | $79,386+76.3% |
| Participation rate | 100.0% | 76.6%+23.4pp | 82.8%+17.2pp | 70.7%+29.3pp |
| Annual return | 13.58% | 67.95%-54.4pp | 263.57%-250.0pp | 116.85%-103.3pp |
| Employer contribution / active EE | $1,918 | $3,417-43.9% | $4,829-60.3% | $2,427-21.0% |
| Participant deferral / active EE | $8,890 | $6,467+37.5% | $7,352+20.9% | $4,046+119.7% |
| Admin fee / account holder | $23 | $711-96.7% | $10,799-99.8% | $626-96.3% |