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 | $63,385 |
ALERUS FINANCIAL, N.A.7 years Filed as: ALERUS FINANCIAL Service code 21 · EIN 45-0140105 6 PINE TREE DRIVE · ARDEN HILLS, MN 55112 | Bank Trustee | $44,406 |
RSM US LLP8+ years Service code 10 · EIN 42-0714325 801 NICOLLET MALL · MINNEAPOLIS, MN 554022526 | Accounting | $37,486 |
AETNA LIFE INSURANCE COMPANY8+ years Service code 21 · EIN 06-6033492 151 FARMINGTON AVENUE · HARTFORD, CT 061569260 | Bank Trustee | $23,313 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $46,984-100.0% | $447,195-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 5.6%-5.6pp | 25.8%-25.8pp | 5.6%-5.6pp |
| Annual return | -18.61% | -17.00%-1.6pp | -11.06%-7.6pp | 39.77%-58.4pp |
| Employer contribution / active EE | $16,447 | $12,834+28.2% | $55,362-70.3% | $19,959-17.6% |
| Participant deferral / active EE | $0 | $614-100.0% | $26-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $3,572-100.0% | $62-100.0% |