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) | $34,333 |
ALERUS FINANCIAL, N.A.4+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $10,014 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,023 | $70,908+31.2% | $98,907-5.9% | $73,488+26.6% |
| Participation rate | 86.4% | 73.8%+12.6pp | 76.0%+10.4pp | 70.7%+15.7pp |
| Annual return | 9.41% | 34.17%-24.8pp | 196.43%-187.0pp | 28.51%-19.1pp |
| Employer contribution / active EE | $2,398 | $2,036+17.8% | $2,689-10.8% | $2,270+5.7% |
| Participant deferral / active EE | $4,820 | $3,500+37.7% | $4,244+13.6% | $3,740+28.9% |
| Admin fee / account holder | $199 | $535-62.8% | $6,642-97.0% | $513-61.2% |