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.1+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $8,910 |
Filed as: INTELLICENTS INC Service code 26 · EIN 41-1471080 | Advisory (Participants) | $8,593 |
TD AMERITRADE, INC.2+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 19 · EIN 20-0937408 | Securities Custodian | $2,154 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $39,011 | $60,165-35.2% | $74,183-47.4% | $55,167-29.3% |
| Participation rate | 87.1% | 74.2%+12.9pp | 76.6%+10.5pp | 69.0%+18.1pp |
| Annual return | 8.40% | 10.00%-1.6pp | 17.74%-9.3pp | 169.23%-160.8pp |
| Employer contribution / active EE | $351 | $1,600-78.0% | $2,370-85.2% | $1,963-82.1% |
| Participant deferral / active EE | $1,760 | $2,973-40.8% | $3,550-50.4% | $3,054-42.4% |
| Admin fee / account holder | $128 | $419-69.4% | $5,586-97.7% | $504-74.5% |