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.6+ years Filed as: ALERUS FINANCIAL Service code 21 · EIN 45-0140105 PO BOX 64533 · ST. PAUL, MN 551640533 | Bank Trustee | $98,398 |
BRADY MARTZ & ASSOCIATES2 years Service code 10 · EIN 45-0310328 401 DEMERS AVE 300 · GRAND FORKS, ND 58201 | Accounting | $9,500 |
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 | $48,902 | $52,293-6.5% | $178,490-72.6% | $73,409-33.4% |
| Participation rate | 98.5% | 65.3%+33.1pp | 81.9%+16.6pp | 72.2%+26.3pp |
| Annual return | 15.71% | 34.75%-19.0pp | 151.07%-135.4pp | 59.29%-43.6pp |
| Employer contribution / active EE | $2,454 | $1,735+41.4% | $5,011-51.0% | $2,234+9.8% |
| Participant deferral / active EE | $2,358 | $2,332+1.1% | $5,202-54.7% | $3,805-38.0% |
| Admin fee / account holder | $202 | $127+58.7% | $13,984-98.6% | $158+28.0% |