Filed May 23, 2006 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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.10+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $110,231 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,796 | $89,588+57.2% | $136,007+3.5% | $77,671+81.3% |
| Participation rate | 98.7% | 74.3%+24.4pp | 76.5%+22.2pp | 70.6%+28.1pp |
| Annual return | 17.80% | 17.42%+0.4pp | 579.32%-561.5pp | 31.21%-13.4pp |
| Employer contribution / active EE | $6,439 | $3,491+84.5% | $4,215+52.8% | $2,726+136.2% |
| Participant deferral / active EE | $5,585 | $5,591-0.1% | $7,024-20.5% | $4,648+20.2% |
| Admin fee / account holder | $145 | $539-73.1% | $6,858-97.9% | $430-66.3% |