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.5+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $64,110 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,850 | $88,515-1.9% | $162,163-46.4% | $67,579+28.5% |
| Participation rate | 96.7% | 86.8%+9.9pp | 87.6%+9.1pp | 71.3%+25.4pp |
| Annual return | 25.62% | 27.04%-1.4pp | 115.59%-90.0pp | 378.56%-352.9pp |
| Employer contribution / active EE | $4,873 | $3,563+36.7% | $5,614-13.2% | $2,148+126.9% |
| Participant deferral / active EE | $4,682 | $5,724-18.2% | $7,298-35.8% | $3,539+32.3% |
| Admin fee / account holder | $91 | $124-26.2% | $10,843-99.2% | $142-35.8% |