Filed March 27, 2003
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 |
|---|---|---|
ALERUS FINANCIAL, N.A.6+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $5,800 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,303 | $52,670-40.6% | $90,404-65.4% | $73,409-57.4% |
| Participation rate | 72.2% | 67.7%+4.5pp | 72.7%-0.5pp | 72.2%0pp |
| Annual return | 12.96% | 20.70%-7.7pp | 1293.02%-1280.1pp | 59.29%-46.3pp |
| Employer contribution / active EE | $1,492 | $1,872-20.3% | $3,262-54.3% | $2,234-33.2% |
| Participant deferral / active EE | $792 | $2,807-71.8% | $3,963-80.0% | $3,805-79.2% |
| Admin fee / account holder | $12 | $117-89.5% | $5,611-99.8% | $158-92.2% |