Filed September 30, 2019
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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ALERUS FINANCIAL, N.A.2+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $29,499 |
EDWARD JONES1 year Service code 26 201 PROGRESS PARKWAY · MARYLAND HEIGHTS, MO 630433042 | Advisory (Participants) | $8,259 |
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 | $39,143 | $69,305-43.5% | $82,313-52.4% | $69,631-43.8% |
| Participation rate | 90.2% | 80.3%+10.0pp | 76.9%+13.3pp | 70.7%+19.5pp |
| Annual return | 16.31% | 21.47%-5.2pp | 25.88%-9.6pp | 27571.02%-27554.7pp |
| Employer contribution / active EE | $925 | $1,887-51.0% | $2,428-61.9% | $2,032-54.5% |
| Participant deferral / active EE | $1,862 | $3,568-47.8% | $3,706-49.8% | $3,224-42.2% |
| Admin fee / account holder | $133 | $97+37.3% | $5,608-97.6% | $110+20.8% |