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 8-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 |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $297 |
ALERUS FINANCIAL, N.A.1 year Filed as: ALERUS FINANCIAL Service code 15 · EIN 45-6062081 | Recordkeeping | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $24,863 | $91,190-72.7% | $178,490-86.1% | $79,858-68.9% |
| Participation rate | 97.9% | 69.2%+28.7pp | 81.9%+15.9pp | 69.6%+28.2pp |
| Annual return | 12.05% | 24.19%-12.1pp | 151.07%-139.0pp | 31.71%-19.7pp |
| Employer contribution / active EE | $1,606 | $3,256-50.7% | $5,011-67.9% | $2,471-35.0% |
| Participant deferral / active EE | $1,539 | $3,236-52.4% | $5,202-70.4% | $3,740-58.8% |
| Admin fee / account holder | $182 | $6,751-97.3% | $13,984-98.7% | $5,306-96.6% |