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.4 years Service code 15 · EIN 45-6062081 | Recordkeeping | $4,114 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,038 | $101,317+18.5% | $146,958-18.3% | $74,495+61.1% |
| Participation rate | 99.1% | 75.5%+23.5pp | 82.2%+16.9pp | 67.2%+31.9pp |
| Annual return | 15.44% | 8730.91%-8715.5pp | 418.34%-402.9pp | 1364.94%-1349.5pp |
| Employer contribution / active EE | $2,032 | $3,810-46.7% | $4,933-58.8% | $2,623-22.5% |
| Participant deferral / active EE | $8,621 | $7,303+18.0% | $8,070+6.8% | $4,346+98.4% |
| Admin fee / account holder | $30 | $1,739-98.2% | $12,998-99.8% | $1,942-98.4% |