Filed August 21, 2003
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.2 years Service code 15 · EIN 45-6062081 | Recordkeeping | $35,000 |
LION STREET ADVISORS LLC2 years Filed as: LION STREET ADVISORS, LLC Service code 26 · EIN 80-0946231 | Advisory (Participants) | $10,147 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $6,771 |
CHARLES SCHWAB & CO., INC.4+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
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 | $145,067 | $66,302+118.8% | $110,238+31.6% | $56,287+157.7% |
| Participation rate | 91.2% | 74.9%+16.3pp | 79.8%+11.4pp | 69.9%+21.3pp |
| Annual return | -3.72% | -1.18%-2.5pp | 314.74%-318.5pp | -9.96%+6.2pp |
| Employer contribution / active EE | $5,359 | $2,047+161.7% | $3,826+40.0% | $2,111+153.8% |
| Participant deferral / active EE | $3,608 | $3,381+6.7% | $4,672-22.8% | $3,350+7.7% |
| Admin fee / account holder | $289 | $698-58.6% | $8,547-96.6% | $521-44.4% |