Filed April 16, 2020 (most recent of 2 filings on file)
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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ALERUS FINANCIAL, N.A.10+ years Filed as: ALERUS FINANCIAL Service code 21 · EIN 45-0140105 PO BOX 64533 · ST. PAUL, MN 551640533 | Bank Trustee | $120,143 |
BRADY MARTZ & ASSOCIATES6 years Service code 10 · EIN 45-0310328 401 DEMERS AVE 300 · GRAND FORKS, ND 58201 | Accounting | $11,400 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,616 | $50,815+7.5% | $155,509-64.9% | $77,643-29.7% |
| Participation rate | 96.7% | 63.1%+33.6pp | 78.2%+18.6pp | 70.6%+26.2pp |
| Annual return | 14.23% | 34.80%-20.6pp | 64.67%-50.4pp | 31.24%-17.0pp |
| Employer contribution / active EE | $3,187 | $1,993+60.0% | $4,672-31.8% | $2,726+16.9% |
| Participant deferral / active EE | $2,928 | $2,822+3.7% | $5,626-48.0% | $4,647-37.0% |
| Admin fee / account holder | $208 | $437-52.3% | $15,912-98.7% | $430-51.6% |