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.2+ years Filed as: ALERUS FINANCIAL Service code 21 · EIN 45-0140105 PO BOX 64533 · ST. PAUL, MN 551640533 | Bank Trustee | $529,333 |
BRADY MARTZ & ASSOCIATES2+ years Service code 10 · EIN 45-0310328 PO BOX 14296 · GRAND FORKS, ND 58208 | Accounting | $9,900 |
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 | $70,446 | $37,213+89.3% | $156,549-55.0% | $63,975+10.1% |
| Participation rate | 77.8% | 65.0%+12.8pp | 84.0%-6.3pp | 71.1%+6.6pp |
| Annual return | 7.69% | 47.89%-40.2pp | 32.23%-24.5pp | 48.65%-41.0pp |
| Employer contribution / active EE | $1,313 | $1,357-3.2% | $5,501-76.1% | $2,182-39.8% |
| Participant deferral / active EE | $3,365 | $2,070+62.6% | $4,871-30.9% | $3,356+0.3% |
| Admin fee / account holder | $47 | $56-16.1% | $13,027-99.6% | $70-32.9% |