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.7+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $8,445 |
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 | $118,743 | $56,485+110.2% | $185,823-36.1% | $86,799+36.8% |
| Participation rate | 84.2% | 65.5%+18.7pp | 81.7%+2.5pp | 72.3%+11.9pp |
| Annual return | 16.38% | 118.04%-101.7pp | 122.05%-105.7pp | 97.91%-81.5pp |
| Employer contribution / active EE | $1,591 | $1,843-13.7% | $5,167-69.2% | $2,405-33.8% |
| Participant deferral / active EE | $4,016 | $2,553+57.3% | $5,568-27.9% | $4,131-2.8% |
| Admin fee / account holder | $15 | $150-90.2% | $16,237-99.9% | $170-91.4% |