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) | $32,576 |
ALERUS FINANCIAL, N.A.4 years Service code 15 · EIN 45-6062081 | Recordkeeping | $23,870 |
TD AMERITRADE, INC.5+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 19 · EIN 20-0937408 | Securities Custodian | $361 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $32,639 | $66,601-51.0% | $92,893-64.9% | $67,579-51.7% |
| Participation rate | 82.7% | 72.5%+10.2pp | 76.0%+6.7pp | 71.3%+11.5pp |
| Annual return | 19.65% | 92.58%-72.9pp | 109.41%-89.8pp | 378.56%-358.9pp |
| Employer contribution / active EE | $978 | $2,775-64.8% | $3,653-73.2% | $2,148-54.5% |
| Participant deferral / active EE | $2,510 | $3,157-20.5% | $4,236-40.7% | $3,539-29.1% |
| Admin fee / account holder | $223 | $199+12.2% | $5,794-96.1% | $142+56.8% |