See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ALERUS FINANCIAL, N.A.5 years Service code 15 · EIN 45-6062081 | Recordkeeping | $59,931 |
HARBOUR INVESTMENTS INC1 year Service code 26 · EIN 39-1571149 | Advisory (Participants) | $16,844 |
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 | $80,660 | $185,342-56.5% | $111,297-27.5% | $86,799-7.1% |
| Participation rate | 95.8% | 81.0%+14.9pp | 77.3%+18.5pp | 72.3%+23.6pp |
| Annual return | 21.30% | 500.80%-479.5pp | 54.65%-33.4pp | 97.91%-76.6pp |
| Employer contribution / active EE | $2,185 | $2,246-2.7% | $2,731-20.0% | $2,405-9.2% |
| Participant deferral / active EE | $4,936 | $4,458+10.7% | $4,487+10.0% | $4,131+19.5% |
| Admin fee / account holder | $200 | $255-21.5% | $7,964-97.5% | $170+18.2% |