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.6+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $68,535 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,401 | $111,608-15.4% | $177,821-46.9% | $73,409+28.6% |
| Participation rate | 99.1% | 87.9%+11.2pp | 87.7%+11.3pp | 72.2%+26.9pp |
| Annual return | 15.34% | 18.23%-2.9pp | 48.32%-33.0pp | 59.29%-44.0pp |
| Employer contribution / active EE | $4,275 | $3,796+12.6% | $5,918-27.8% | $2,234+91.4% |
| Participant deferral / active EE | $5,551 | $6,199-10.5% | $7,714-28.0% | $3,805+45.9% |
| Admin fee / account holder | $92 | $166-44.4% | $12,427-99.3% | $158-41.7% |