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.6+ years Filed as: ALERUS FINAICIAL, N.A. Service code 15 · EIN 45-6062081 | Recordkeeping | $2,467 |
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 | $74,856 | $91,190-17.9% | $178,490-58.1% | $79,858-6.3% |
| Participation rate | 89.0% | 69.2%+19.8pp | 81.9%+7.1pp | 69.6%+19.4pp |
| Annual return | 10.50% | 24.19%-13.7pp | 151.07%-140.6pp | 31.71%-21.2pp |
| Employer contribution / active EE | $2,123 | $3,256-34.8% | $5,011-57.6% | $2,471-14.1% |
| Participant deferral / active EE | $4,373 | $3,236+35.1% | $5,202-15.9% | $3,740+16.9% |
| Admin fee / account holder | $14 | $6,751-99.8% | $13,984-99.9% | $5,306-99.7% |