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 45-6062081 | Bank Trustee | $278,567 |
FREDRIKSON & BYRON3 years Filed as: FREDRIKSON & BYRON PA Service code 29 · EIN 41-0971937 | Legal | $4,906 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,901 | $50,127+115.3% | $149,673-27.9% | $80,160+34.6% |
| Participation rate | 96.0% | 64.3%+31.8pp | 78.8%+17.3pp | 72.9%+23.1pp |
| Annual return | 18.08% | 29.82%-11.7pp | 134.42%-116.3pp | 40.38%-22.3pp |
| Employer contribution / active EE | $4,159 | $1,865+123.1% | $4,818-13.7% | $2,978+39.7% |
| Participant deferral / active EE | $6,744 | $3,194+111.2% | $5,680+18.7% | $5,017+34.4% |
| Admin fee / account holder | $67 | $153-56.0% | $13,210-99.5% | $145-53.7% |