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.2+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $11,597 |
PENTEGRA SERVICES, INC.1 year Service code 15 · EIN 13-3745616 701 WESTCHESTER AVENUE · WHITE PLAINS, NY 10604 | Recordkeeping | $10,654 |
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 | $37,957 | $44,425-14.6% | $67,834-44.0% | $55,167-31.2% |
| Participation rate | 91.7% | 59.7%+32.0pp | 68.8%+22.9pp | 69.0%+22.7pp |
| Annual return | 8.58% | 17.80%-9.2pp | 138.47%-129.9pp | 169.23%-160.6pp |
| Employer contribution / active EE | $1,579 | $1,351+16.9% | $2,403-34.3% | $1,963-19.5% |
| Participant deferral / active EE | $3,015 | $2,166+39.2% | $3,160-4.6% | $3,054-1.3% |
| Admin fee / account holder | $137 | $530-74.1% | $4,622-97.0% | $504-72.8% |