Filed June 28, 2006
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.9 years Service code 15 · EIN 45-6062081 | Recordkeeping | $33,863 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,959 | $79,184-29.3% | $102,438-45.4% | $74,546-24.9% |
| Participation rate | 97.1% | 74.8%+22.3pp | 76.5%+20.6pp | 67.2%+29.9pp |
| Annual return | 14.44% | 54.95%-40.5pp | 29.37%-14.9pp | 1366.03%-1351.6pp |
| Employer contribution / active EE | $1,512 | $2,362-36.0% | $3,024-50.0% | $2,624-42.4% |
| Participant deferral / active EE | $3,952 | $4,414-10.5% | $5,054-21.8% | $4,347-9.1% |
| Admin fee / account holder | $166 | $2,001-91.7% | $9,448-98.2% | $1,944-91.5% |