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.10+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $110,331 |
Service code 37 · EIN 04-2647786 | Loan Processing | $21,434 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,332 | $129,021-16.8% | $184,203-41.7% | $77,643+38.2% |
| Participation rate | 95.6% | 87.3%+8.2pp | 86.8%+8.7pp | 70.6%+25.0pp |
| Annual return | 15.51% | 33.27%-17.8pp | 28.81%-13.3pp | 31.24%-15.7pp |
| Employer contribution / active EE | $4,549 | $4,413+3.1% | $6,427-29.2% | $2,726+66.9% |
| Participant deferral / active EE | $6,010 | $7,297-17.6% | $9,131-34.2% | $4,647+29.3% |
| Admin fee / account holder | $114 | $254-55.2% | $13,901-99.2% | $430-73.6% |