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.5+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $35,067 |
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 | $56,952 | $62,928-9.5% | $172,739-67.0% | $67,579-15.7% |
| Participation rate | 83.8% | 64.5%+19.3pp | 82.6%+1.1pp | 71.3%+12.5pp |
| Annual return | 25.61% | 30.36%-4.7pp | 802.84%-777.2pp | 378.56%-352.9pp |
| Employer contribution / active EE | $0 | $1,636-100.0% | $5,143-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $4,051 | $2,145+88.9% | $5,198-22.1% | $3,539+14.4% |
| Admin fee / account holder | $125 | $167-25.1% | $13,954-99.1% | $142-12.3% |