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 | $211,430 |
ALERUS FINANCIAL, N.A.6 years Filed as: ALERUS FINANCIAL Service code 21 · EIN 45-0140105 6 PINE TREE DRIVE · ARDEN HILLS, MN 55112 | Bank Trustee | $49,789 |
AETNA LIFE INSURANCE COMPANY7+ years Service code 21 · EIN 06-6033492 151 FARMINGTON AVENUE · HARTFORD, CT 061569260 | Bank Trustee | $25,673 |
RSM US LLP7+ years Service code 10 · EIN 42-0714325 801 NICOLLET MALL · MINNEAPOLIS, MN 554022526 | Accounting | $1,050 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,186-100.0% | $439,512-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 26.8%-26.8pp | 3.6%-3.6pp |
| Annual return | 9.61% | 11.44%-1.8pp | 9.07%+0.5pp | 11.84%-2.2pp |
| Employer contribution / active EE | $0 | $10,841-100.0% | $46,116-100.0% | $17,339-100.0% |
| Participant deferral / active EE | $0 | $0 | $107-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $409-100.0% | $147,323-100.0% | $409-100.0% |