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.8+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $100,929 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,189 | $86,897-11.2% | $151,611-49.1% | $64,808+19.1% |
| Participation rate | 96.9% | 87.3%+9.7pp | 87.5%+9.4pp | 71.5%+25.5pp |
| Annual return | -1.16% | -3.57%+2.4pp | 3.33%-4.5pp | 32.82%-34.0pp |
| Employer contribution / active EE | $4,384 | $4,010+9.3% | $6,166-28.9% | $2,506+74.9% |
| Participant deferral / active EE | $5,450 | $6,690-18.5% | $8,363-34.8% | $4,310+26.4% |
| Admin fee / account holder | $89 | $153-41.8% | $11,616-99.2% | $188-52.6% |