Filed June 8, 2009
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 |
|---|---|---|
ALERUS FINANCIAL, N.A.5+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $11,307 |
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 | $93,327 | $62,928+48.3% | $172,739-46.0% | $67,579+38.1% |
| Participation rate | 80.5% | 64.5%+16.1pp | 82.6%-2.1pp | 71.3%+9.2pp |
| Annual return | 31.79% | 30.36%+1.4pp | 802.84%-771.1pp | 378.56%-346.8pp |
| Employer contribution / active EE | $1,440 | $1,636-12.0% | $5,143-72.0% | $2,148-32.9% |
| Participant deferral / active EE | $3,566 | $2,145+66.3% | $5,198-31.4% | $3,539+0.8% |
| Admin fee / account holder | $17 | $167-89.8% | $13,954-99.9% | $142-88.1% |