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.9+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $204,516 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,369 | $82,978+54.7% | $130,231-1.4% | $74,419+72.5% |
| Participation rate | 97.9% | 73.7%+24.2pp | 76.3%+21.6pp | 70.7%+27.2pp |
| Annual return | 21.74% | 123.05%-101.3pp | 38.77%-17.0pp | 34.38%-12.6pp |
| Employer contribution / active EE | $5,796 | $3,391+70.9% | $4,126+40.5% | $2,637+119.7% |
| Participant deferral / active EE | $4,896 | $5,370-8.8% | $6,799-28.0% | $4,528+8.1% |
| Admin fee / account holder | $291 | $354-17.9% | $6,020-95.2% | $348-16.5% |