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.4+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $28,188 |
EDWARD JONES4+ years Service code 60 807 CLOQUET AVE · CLOQUET, MN 55720 | Sub-TA Fees | $3,748 |
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 | $41,228 | $37,196+10.8% | $154,107-73.2% | $55,725-26.0% |
| Participation rate | 82.1% | 64.1%+18.0pp | 83.0%-1.0pp | 70.9%+11.2pp |
| Annual return | -2.52% | 1319.68%-1322.2pp | 735.12%-737.6pp | 244.93%-247.5pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $5,298-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $3,643 | $2,068+76.2% | $5,081-28.3% | $3,356+8.6% |
| Admin fee / account holder | $107 | $102+5.6% | $13,411-99.2% | $115-6.8% |