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 |
|---|---|---|
Service code 13 · EIN 42-0127290 PO BOX 777 · DES MOINES, IA 503030777 | Contract Administrator | $41,941 |
ALERUS FINANCIAL, N.A.5 years Filed as: ALERUS FINANCIAL, NA Service code 15 TWO PINE TREE DR SUITE 200 · ARDEN HILLS, MN 55112 | Recordkeeping | $14,336 |
Filed as: BREMER TRUST, NA Service code 18 · EIN 41-1565461 | Direct payment from the plan; Custodi... | $13,995 |
Filed as: INTELLICENTS INVESTMENT SOLUTIONS Service code 27 · EIN 41-1812533 | Advisory (Plan) | $13,139 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,833 | $79,519+84.7% | $95,952+53.0% | $73,409+100.0% |
| Participation rate | 99.7% | 81.2%+18.5pp | 77.1%+22.6pp | 72.2%+27.5pp |
| Annual return | 23.54% | 19.20%+4.3pp | 91.61%-68.1pp | 59.29%-35.8pp |
| Employer contribution / active EE | $657 | $2,048-67.9% | $2,541-74.2% | $2,234-70.6% |
| Participant deferral / active EE | $2,362 | $4,138-42.9% | $4,167-43.3% | $3,805-37.9% |
| Admin fee / account holder | $137 | $184-25.5% | $6,795-98.0% | $158-13.0% |