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 |
|---|---|---|
Filed as: INTELLICENTS INC Service code 26 · EIN 41-1471080 | Advisory (Participants) | $21,687 |
ALERUS FINANCIAL, N.A.2 years Service code 15 · EIN 45-6062081 | Recordkeeping | $11,983 |
TD AMERITRADE, INC.3+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 19 · EIN 20-0937408 | Securities Custodian | $355 |
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 | $42,737 | $58,726-27.2% | $92,233-53.7% | $62,292-31.4% |
| Participation rate | 99.1% | 68.3%+30.8pp | 76.5%+22.7pp | 69.5%+29.6pp |
| Annual return | 16.48% | 43.62%-27.1pp | 176.28%-159.8pp | 28.90%-12.4pp |
| Employer contribution / active EE | $2,554 | $2,392+6.8% | $3,679-30.6% | $2,042+25.1% |
| Participant deferral / active EE | $3,085 | $2,766+11.5% | $3,897-20.8% | $3,169-2.7% |
| Admin fee / account holder | $185 | $556-66.8% | $5,194-96.4% | $479-61.4% |