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.3 years Filed as: ALERUS FINANCIAL, Service code 21 · EIN 45-6062081 | Bank Trustee | $275,689 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,447 | $53,136+134.2% | $155,509-20.0% | $199,593-37.6% |
| Participation rate | 96.6% | 64.1%+32.5pp | 78.2%+18.4pp | 72.0%+24.6pp |
| Annual return | 13.19% | 41.15%-28.0pp | 64.67%-51.5pp | 34.25%-21.1pp |
| Employer contribution / active EE | $4,294 | $1,851+132.0% | $4,672-8.1% | $3,034+41.5% |
| Participant deferral / active EE | $7,019 | $3,161+122.1% | $5,626+24.8% | $5,087+38.0% |
| Admin fee / account holder | $69 | $185-62.6% | $15,912-99.6% | $269-74.2% |