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.2+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $13,086 |
Filed as: INTELLICENTS INC Service code 26 · EIN 41-1471080 | Advisory (Participants) | $5,122 |
TD AMERITRADE, INC.3+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 19 · EIN 20-0937408 | Securities Custodian | $729 |
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 | $41,857 | $64,909-35.5% | $82,313-49.1% | $62,292-32.8% |
| Participation rate | 81.8% | 74.9%+6.9pp | 76.9%+4.9pp | 69.5%+12.3pp |
| Annual return | 17.26% | 21.18%-3.9pp | 25.88%-8.6pp | 28.90%-11.6pp |
| Employer contribution / active EE | $334 | $1,676-80.1% | $2,428-86.2% | $2,042-83.6% |
| Participant deferral / active EE | $1,943 | $3,103-37.4% | $3,706-47.6% | $3,169-38.7% |
| Admin fee / account holder | $114 | $440-74.0% | $5,608-98.0% | $479-76.2% |