Filed January 19, 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 |
|---|---|---|
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 11 · EIN 36-4291971 3600 AMERICAN BLVD WEST · BLOOMINGTON, MN 554314502 | Actuarial | $115,475 |
ALERUS FINANCIAL, N.A.5 years Filed as: ALERUS FINANCIAL Service code 21 · EIN 45-0140105 6 PINE TREE DRIVE · ARDEN HILLS, MN 55112 | Bank Trustee | $54,579 |
AETNA LIFE INSURANCE COMPANY6+ years Service code 21 · EIN 06-6033492 151 FARMINGTON AVENUE · HARTFORD, CT 061569260 | Bank Trustee | $25,288 |
RSM US LLP6+ years Service code 10 · EIN 42-0714325 801 NICOLLET MALL · MINNEAPOLIS, MN 554022526 | Accounting | $16,800 |
See 1 actuary disclosure. $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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $0 | $409,661-100.0% | $282,126-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 1.7%-1.7pp | 41.9%-41.9pp | 1.7%-1.7pp |
| Annual return | 12.64% | 10.83%+1.8pp | 1087.39%-1074.8pp | 627.08%-614.4pp |
| Employer contribution / active EE | $0 | $13,849-100.0% | $42,245-100.0% | $18,824-100.0% |
| Participant deferral / active EE | $0 | $418-100.0% | $120-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $2,639-100.0% | $1,923-100.0% |