Filed May 26, 2005
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 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 |
|---|---|---|
Filed as: RAYMOND JAMES AND ASSOCIATES, INC Service code 26 · EIN 59-1237041 | Advisory (Participants) | $56,102 |
ALERUS FINANCIAL, N.A.1 year Service code 15 · EIN 45-6062081 | Recordkeeping | $50,585 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,719 | $102,553+1.1% | $151,611-31.6% | $66,914+55.0% |
| Participation rate | 91.1% | 85.5%+5.6pp | 87.5%+3.6pp | 69.8%+21.3pp |
| Annual return | -15.80% | -10.82%-5.0pp | 3.33%-19.1pp | 1.58%-17.4pp |
| Employer contribution / active EE | $5,387 | $4,180+28.9% | $6,166-12.6% | $2,544+111.7% |
| Participant deferral / active EE | $5,256 | $6,641-20.9% | $8,363-37.2% | $4,237+24.1% |
| Admin fee / account holder | $456 | $630-27.6% | $11,616-96.1% | $593-23.1% |