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.10+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $12,410 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,795 | $50,815+137.7% | $155,509-22.3% | $77,643+55.6% |
| Participation rate | 83.0% | 63.1%+19.8pp | 78.2%+4.8pp | 70.6%+12.4pp |
| Annual return | 19.87% | 34.80%-14.9pp | 64.67%-44.8pp | 31.24%-11.4pp |
| Employer contribution / active EE | $1,795 | $1,993-9.9% | $4,672-61.6% | $2,726-34.1% |
| Participant deferral / active EE | $4,596 | $2,822+62.9% | $5,626-18.3% | $4,647-1.1% |
| Admin fee / account holder | $19 | $437-95.6% | $15,912-99.9% | $430-95.6% |