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.5 years Service code 15 · EIN 45-6062081 | Recordkeeping | $78,797 |
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 | $579,341 | $47,126+1129.3% | $149,673+287.1% | $74,419+678.5% |
| Participation rate | 72.8% | 63.4%+9.4pp | 78.8%-6.0pp | 70.7%+2.1pp |
| Annual return | 34.42% | 22.75%+11.7pp | 134.42%-100.0pp | 34.38%0pp |
| Employer contribution / active EE | $871 | $1,905-54.3% | $4,818-81.9% | $2,637-67.0% |
| Participant deferral / active EE | $6,361 | $2,728+133.2% | $5,680+12.0% | $4,528+40.5% |
| Admin fee / account holder | $293 | $343-14.5% | $13,210-97.8% | $348-15.8% |