See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ALERUS FINANCIAL, N.A.5+ years Filed as: ALERUS FINAICIAL, N.A. Service code 15 · EIN 45-6062081 | Recordkeeping | $3,430 |
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 | $67,025 | $85,202-21.3% | $172,739-61.2% | $72,985-8.2% |
| Participation rate | 94.8% | 70.1%+24.8pp | 82.6%+12.2pp | 69.5%+25.4pp |
| Annual return | 23.14% | 27.32%-4.2pp | 802.84%-779.7pp | 81.00%-57.9pp |
| Employer contribution / active EE | $2,026 | $3,324-39.1% | $5,143-60.6% | $2,440-17.0% |
| Participant deferral / active EE | $4,367 | $3,260+33.9% | $5,198-16.0% | $3,607+21.0% |
| Admin fee / account holder | $26 | $5,884-99.6% | $13,954-99.8% | $5,124-99.5% |