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.7+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $51,383 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,796 | $86,655+9.4% | $119,609-20.7% | $66,914+41.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 79.3%+20.7pp | 69.8%+30.2pp |
| Annual return | 3.00% | -8.00%+11.0pp | -14.97%+18.0pp | 1.58%+1.4pp |
| Employer contribution / active EE | $5,782 | $2,536+128.0% | $4,232+36.6% | $2,544+127.3% |
| Participant deferral / active EE | $5,318 | $4,358+22.0% | $5,602-5.1% | $4,237+25.5% |
| Admin fee / account holder | $270 | $755-64.2% | $10,323-97.4% | $593-54.4% |