Filed July 4, 2010 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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.4 years Service code 15 · EIN 45-6062081 | Recordkeeping | $74,209 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $474,252 | $65,061+628.9% | $143,757+229.9% | $66,914+608.7% |
| Participation rate | 73.4% | 65.2%+8.2pp | 80.3%-6.9pp | 69.8%+3.6pp |
| Annual return | -17.17% | -11.14%-6.0pp | -0.04%-17.1pp | 1.58%-18.7pp |
| Employer contribution / active EE | $908 | $2,361-61.5% | $4,951-81.7% | $2,544-64.3% |
| Participant deferral / active EE | $6,495 | $2,919+122.5% | $5,637+15.2% | $4,237+53.3% |
| Admin fee / account holder | $279 | $502-44.4% | $14,673-98.1% | $593-53.0% |