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) | $36,364 |
ALERUS FINANCIAL, N.A.3+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $11,729 |
TD AMERITRADE, INC.3+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 19 · EIN 20-0937408 | Securities Custodian | $142 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $88,915 | $66,310+34.1% | $93,606-5.0% | $65,185+36.4% |
| Participation rate | 86.3% | 74.0%+12.3pp | 75.8%+10.4pp | 70.2%+16.1pp |
| Annual return | 38.99% | 42.58%-3.6pp | 32.76%+6.2pp | 29.38%+9.6pp |
| Employer contribution / active EE | $2,129 | $2,012+5.8% | $2,718-21.7% | $2,177-2.2% |
| Participant deferral / active EE | $4,550 | $3,342+36.2% | $4,069+11.8% | $3,514+29.5% |
| Admin fee / account holder | $228 | $6,897-96.7% | $7,888-97.1% | $847-73.1% |