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 | $202,380 |
ALERUS FINANCIAL, N.A.8 years Filed as: ALERUS FINANCIAL Service code 21 · EIN 45-0140105 6 PINE TREE DRIVE · ARDEN HILLS, MN 55112 | Bank Trustee | $87,046 |
AETNA LIFE INSURANCE COMPANY9+ years Service code 21 · EIN 06-6033492 151 FARMINGTON AVENUE · HARTFORD, CT 061569260 | Bank Trustee | $30,055 |
PENCHECKS1 year Service code 55 · EIN 33-6134835 122 S PHILLIPS AVE · SIOUX FALLS, SD 57104 | Other Commissions | $2,410 |
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.
Annual investment return 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $9,556,684-100.0% | $339,002-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 39.1%-39.1pp | 2.4%-2.4pp |
| Annual return | 6.52% | 15.11%-8.6pp | 12.78%-6.3pp | 22.81%-16.3pp |
| Employer contribution / active EE | $7,576 | $12,021-37.0% | $44,816-83.1% | $18,290-58.6% |
| Participant deferral / active EE | $0 | $52-100.0% | $33-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $2,002-100.0% | $85,222-100.0% |