Filed October 2, 2014 (most recent of 4 filings on file)
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.4 years Filed as: ALERUS FINANCIAL, Service code 21 · EIN 45-6062081 | Bank Trustee | $291,251 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,972 | $57,610+129.1% | $154,803-14.7% | $102,872+28.3% |
| Participation rate | 91.4% | 59.5%+31.9pp | 78.1%+13.3pp | 73.0%+18.4pp |
| Annual return | 13.85% | 30.49%-16.6pp | 58.88%-45.0pp | 19.06%-5.2pp |
| Employer contribution / active EE | $4,422 | $1,883+134.8% | $4,305+2.7% | $3,526+25.4% |
| Participant deferral / active EE | $7,326 | $2,914+151.4% | $5,540+32.2% | $5,535+32.4% |
| Admin fee / account holder | $70 | $368-80.8% | $14,329-99.5% | $292-75.9% |