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.5+ years Filed as: ALERUS FINANCIAL Service code 21 · EIN 45-0140105 PO BOX 64533 · ST. PAUL, MN 551640533 | Bank Trustee | $647,633 |
BRADY MARTZ & ASSOCIATES5+ years Service code 10 · EIN 45-0310328 PO BOX 14296 · GRAND FORKS, ND 58208 | Accounting | $10,675 |
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 | $86,969 | $47,456+83.3% | $172,739-49.7% | $77,787+11.8% |
| Participation rate | 99.9% | 66.3%+33.7pp | 82.6%+17.3pp | 73.2%+26.7pp |
| Annual return | 22.01% | 35.57%-13.6pp | 802.84%-780.8pp | 32.57%-10.6pp |
| Employer contribution / active EE | $4,110 | $1,574+161.1% | $5,143-20.1% | $2,504+64.1% |
| Participant deferral / active EE | $4,462 | $2,560+74.3% | $5,198-14.2% | $3,967+12.5% |
| Admin fee / account holder | $144 | $81+77.6% | $13,954-99.0% | $100+43.5% |