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.2+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $26,666 |
DS & B, LTD2+ years Service code 10 · EIN 41-1475695 | Accounting | $18,520 |
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 | $98,237 | $46,732+110.2% | $156,549-37.2% | $55,167+78.1% |
| Participation rate | 93.6% | 65.8%+27.8pp | 84.0%+9.6pp | 69.0%+24.6pp |
| Annual return | 8.28% | 17.72%-9.4pp | 32.23%-24.0pp | 169.23%-161.0pp |
| Employer contribution / active EE | $2,675 | $2,105+27.1% | $5,501-51.4% | $1,963+36.3% |
| Participant deferral / active EE | $4,181 | $2,204+89.7% | $4,871-14.2% | $3,054+36.9% |
| Admin fee / account holder | $245 | $418-41.4% | $13,027-98.1% | $504-51.4% |