Filed December 21, 2022 (most recent of 2 filings on file)
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.1+ years Filed as: ALERUS FINANCIAL Service code 99 PO BOX 6001 · GRAND FORKS, ND 582066001 | Other Fees | $20,800 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,408 |
KERN DEWENTER VIERE LTD1+ years Filed as: KERN, DEWENTER, VIERE Service code 10 PO BOX 1304 · ST. CLOUD, MN 56302 | Accounting | $7,015 |
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 | $63,287 | $62,324+1.5% | $68,509-7.6% | $55,191+14.7% |
| Participation rate | 98.9% | 78.9%+20.1pp | 74.7%+24.2pp | 69.2%+29.8pp |
| Annual return | 1.54% | 4.26%-2.7pp | 8.27%-6.7pp | 10.78%-9.2pp |
| Employer contribution / active EE | $3,299 | $2,223+48.4% | $2,278+44.8% | $1,899+73.8% |
| Participant deferral / active EE | $2,662 | $3,425-22.3% | $3,382-21.3% | $3,046-12.6% |
| Admin fee / account holder | $86 | $91-6.2% | $5,275-98.4% | $91-5.6% |