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.1+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $20 |
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 | $91,926 | $57,435+60.1% | $105,218-12.6% | $55,191+66.6% |
| Participation rate | 95.9% | 71.3%+24.6pp | 77.2%+18.7pp | 69.2%+26.8pp |
| Annual return | 2.64% | 2.97%-0.3pp | 5.33%-2.7pp | 10.78%-8.1pp |
| Employer contribution / active EE | $3,815 | $1,920+98.8% | $3,255+17.2% | $1,899+100.9% |
| Participant deferral / active EE | $3,132 | $3,495-10.4% | $4,867-35.6% | $3,046+2.8% |
| Admin fee / account holder | $0 | $70-100.0% | $6,992-100.0% | $91-100.0% |