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.1 year Filed as: ALERUS FINANCIAL, Service code 21 · EIN 45-6062081 | Bank Trustee | $300,940 |
BRADY MARTZ & ASSOCIATES1 year Filed as: BRADY MARTZ, INC Service code 10 · EIN 45-0310328 | Accounting | $13,385 |
FREDRIKSON & BYRON2 years Filed as: FREDRIKSON & BYRON PA Service code 29 · EIN 41-0971937 | Legal | $3,473 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,016 | $45,000+120.0% | $143,757-31.1% | $77,904+27.1% |
| Participation rate | 97.4% | 66.8%+30.5pp | 80.3%+17.1pp | 73.7%+23.7pp |
| Annual return | -15.45% | 29.03%-44.5pp | -0.04%-15.4pp | 12.21%-27.7pp |
| Employer contribution / active EE | $4,001 | $1,870+114.0% | $4,951-19.2% | $2,848+40.5% |
| Participant deferral / active EE | $6,370 | $3,157+101.8% | $5,637+13.0% | $4,806+32.5% |
| Admin fee / account holder | $79 | $98-19.8% | $14,673-99.5% | $133-40.5% |