Filed January 28, 2026
See peer percentile detail with Solo.
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.
See the 9-year trajectory with Solo.
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 |
|---|---|---|
Filed as: INTELLICENTS INC Service code 26 · EIN 45-6062081 | Advisory (Participants) | $31,061 |
ALERUS FINANCIAL, N.A.2+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $9,784 |
TD AMERITRADE, INC.2+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 19 · EIN 20-0937408 | Securities Custodian | $139 |
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 | $56,157 | $58,083-3.3% | $80,019-29.8% | $56,287-0.2% |
| Participation rate | 84.7% | 73.6%+11.1pp | 75.8%+8.9pp | 69.9%+14.8pp |
| Annual return | -0.20% | 34.61%-34.8pp | 11.22%-11.4pp | -9.96%+9.8pp |
| Employer contribution / active EE | $1,687 | $1,932-12.7% | $2,468-31.7% | $2,111-20.1% |
| Participant deferral / active EE | $3,425 | $3,135+9.2% | $3,686-7.1% | $3,350+2.2% |
| Admin fee / account holder | $172 | $623-72.4% | $6,521-97.4% | $521-67.1% |