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.4+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $61,376 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,834 | $80,005-5.2% | $140,016-45.8% | $55,725+36.1% |
| Participation rate | 98.0% | 87.0%+11.0pp | 87.5%+10.5pp | 70.9%+27.1pp |
| Annual return | -4.51% | 0.46%-5.0pp | 651.12%-655.6pp | 244.93%-249.4pp |
| Employer contribution / active EE | $3,075 | $3,403-9.6% | $5,606-45.1% | $2,078+48.0% |
| Participant deferral / active EE | $4,790 | $5,264-9.0% | $6,927-30.9% | $3,356+42.8% |
| Admin fee / account holder | $94 | $116-18.6% | $10,705-99.1% | $115-18.3% |