Filed January 16, 2017
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+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $23,028 |
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 | $31,154 | $46,745-33.4% | $60,547-48.5% | $52,331-40.5% |
| Participation rate | 96.8% | 58.6%+38.3pp | 68.0%+28.9pp | 68.1%+28.7pp |
| Annual return | 0.28% | 0.61%-0.3pp | 335.64%-335.4pp | 4.54%-4.3pp |
| Employer contribution / active EE | $1,260 | $1,259+0.1% | $2,419-47.9% | $1,882-33.0% |
| Participant deferral / active EE | $2,640 | $2,145+23.1% | $3,328-20.7% | $3,022-12.7% |
| Admin fee / account holder | $114 | $537-78.8% | $4,536-97.5% | $592-80.7% |