Filed April 16, 2020 (most recent of 2 filings on file)
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.5+ years Filed as: ALERUS FINANCIAL Service code 21 · EIN 45-0140105 PO BOX 64533 · ST. PAUL, MN 551640533 | Bank Trustee | $103,975 |
BRADY MARTZ & ASSOCIATES1 year Service code 10 · EIN 45-0310328 401 DEMERS AVE 300 · GRAND FORKS, ND 58201 | Accounting | $8,800 |
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 | $43,049 | $62,928-31.6% | $172,739-75.1% | $67,579-36.3% |
| Participation rate | 99.8% | 64.5%+35.3pp | 82.6%+17.1pp | 71.3%+28.5pp |
| Annual return | 21.58% | 30.36%-8.8pp | 802.84%-781.3pp | 378.56%-357.0pp |
| Employer contribution / active EE | $2,217 | $1,636+35.5% | $5,143-56.9% | $2,148+3.2% |
| Participant deferral / active EE | $2,184 | $2,145+1.8% | $5,198-58.0% | $3,539-38.3% |
| Admin fee / account holder | $219 | $167+31.2% | $13,954-98.4% | $142+53.6% |