Filed April 4, 2011
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.3+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $14,552 |
EDWARD JONES3+ years Service code 60 807 CLOQUET AVE · CLOQUET, MN 55720 | Sub-TA Fees | $9,500 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,601 | $46,173+9.6% | $170,442-70.3% | $69,631-27.3% |
| Participation rate | 72.6% | 63.9%+8.7pp | 83.6%-11.0pp | 70.7%+1.9pp |
| Annual return | 17.61% | 21.62%-4.0pp | 205.93%-188.3pp | 27571.02%-27553.4pp |
| Employer contribution / active EE | $0 | $1,610-100.0% | $5,433-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $3,244 | $2,080+56.0% | $4,939-34.3% | $3,224+0.6% |
| Admin fee / account holder | $95 | $116-17.7% | $13,880-99.3% | $110-13.6% |