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 |
|---|---|---|
NFP RETIREMENT INC1+ years Filed as: NFP RETIREMENT, INC. Service code 28 · EIN 33-0905143 | Investment Management | $13,973 |
ALERUS FINANCIAL, N.A.2+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $8,335 |
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 | $24,967 | $44,425-43.8% | $67,834-63.2% | $55,167-54.7% |
| Participation rate | 91.2% | 59.7%+31.5pp | 68.8%+22.4pp | 69.0%+22.2pp |
| Annual return | 5.28% | 17.80%-12.5pp | 138.47%-133.2pp | 169.23%-163.9pp |
| Employer contribution / active EE | $316 | $1,351-76.6% | $2,403-86.9% | $1,963-83.9% |
| Participant deferral / active EE | $2,356 | $2,166+8.8% | $3,160-25.4% | $3,054-22.9% |
| Admin fee / account holder | $98 | $530-81.5% | $4,622-97.9% | $504-80.5% |