Filed June 5, 2006
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.3+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $30,757 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,944 | $81,537+1.7% | $149,718-44.6% | $69,631+19.1% |
| Participation rate | 94.0% | 86.1%+7.9pp | 87.1%+6.9pp | 70.7%+23.3pp |
| Annual return | 23.47% | 22.79%+0.7pp | 1501.63%-1478.2pp | 27571.02%-27547.6pp |
| Employer contribution / active EE | $3,730 | $3,239+15.2% | $5,445-31.5% | $2,032+83.5% |
| Participant deferral / active EE | $4,513 | $4,994-9.6% | $6,569-31.3% | $3,224+40.0% |
| Admin fee / account holder | $51 | $107-52.6% | $11,283-99.6% | $110-54.1% |