Filed May 7, 1997
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.3+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $6,541 |
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 | $54,346 | $58,726-7.5% | $92,233-41.1% | $62,292-12.8% |
| Participation rate | 95.0% | 68.3%+26.7pp | 76.5%+18.6pp | 69.5%+25.5pp |
| Annual return | 15.78% | 43.62%-27.8pp | 176.28%-160.5pp | 28.90%-13.1pp |
| Employer contribution / active EE | $9,329 | $2,392+290.0% | $3,679+153.6% | $2,042+356.8% |
| Participant deferral / active EE | $2,810 | $2,766+1.6% | $3,897-27.9% | $3,169-11.3% |
| Admin fee / account holder | $13 | $556-97.7% | $5,194-99.8% | $479-97.4% |