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.6+ years Filed as: ALERUS FINANCIAL Service code 21 · EIN 45-0140105 PO BOX 64533 · ST. PAUL, MN 551640533 | Bank Trustee | $710,772 |
BRADY MARTZ & ASSOCIATES6+ years Service code 10 · EIN 45-0310328 PO BOX 14296 · GRAND FORKS, ND 58208 | Accounting | $27,440 |
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 | $104,963 | $56,095+87.1% | $178,490-41.2% | $90,288+16.3% |
| Participation rate | 99.9% | 65.6%+34.4pp | 81.9%+18.0pp | 73.4%+26.6pp |
| Annual return | 13.89% | 28.81%-14.9pp | 151.07%-137.2pp | 53.97%-40.1pp |
| Employer contribution / active EE | $3,466 | $1,572+120.4% | $5,011-30.8% | $2,524+37.3% |
| Participant deferral / active EE | $4,745 | $2,669+77.8% | $5,202-8.8% | $4,232+12.1% |
| Admin fee / account holder | $184 | $101+83.0% | $13,984-98.7% | $114+61.5% |