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.8+ years Filed as: ALERUS FINANCIAL Service code 21 · EIN 45-0140105 PO BOX 64533 · ST. PAUL, MN 551640533 | Bank Trustee | $100,138 |
BRADY MARTZ & ASSOCIATES4 years Service code 10 · EIN 45-0310328 401 DEMERS AVE 300 · GRAND FORKS, ND 58201 | Accounting | $9,800 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,469 | $46,292-14.7% | $143,757-72.5% | $64,808-39.1% |
| Participation rate | 98.5% | 64.2%+34.3pp | 80.3%+18.2pp | 71.5%+27.0pp |
| Annual return | -15.38% | -10.05%-5.3pp | -0.04%-15.3pp | 32.82%-48.2pp |
| Employer contribution / active EE | $2,600 | $1,910+36.1% | $4,951-47.5% | $2,506+3.8% |
| Participant deferral / active EE | $2,439 | $2,646-7.8% | $5,637-56.7% | $4,310-43.4% |
| Admin fee / account holder | $175 | $154+13.5% | $14,673-98.8% | $188-7.1% |