Filed October 18, 2004
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 | $40,497 |
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 | $76,366 | $66,302+15.2% | $110,238-30.7% | $56,287+35.7% |
| Participation rate | 99.5% | 74.9%+24.6pp | 79.8%+19.6pp | 69.9%+29.6pp |
| Annual return | 10.95% | -1.18%+12.1pp | 314.74%-303.8pp | -9.96%+20.9pp |
| Employer contribution / active EE | $1,801 | $2,047-12.0% | $3,826-52.9% | $2,111-14.7% |
| Participant deferral / active EE | $4,370 | $3,381+29.3% | $4,672-6.5% | $3,350+30.5% |
| Admin fee / account holder | $184 | $698-73.6% | $8,547-97.8% | $521-64.7% |