Filed February 12, 1991
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.3 years Service code 15 · EIN 45-6062081 | Recordkeeping | $10,619 |
Filed as: INTELLICENTS INC Service code 26 · EIN 41-1471080 | Advisory (Participants) | $10,000 |
ELO PROF LLC5+ years Service code 10 · EIN 46-0434947 | Accounting | $6,976 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $5,577 |
CHARLES SCHWAB & CO., INC.5+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
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 | $140,382 | $86,332+62.6% | $125,175+12.1% | $65,185+115.4% |
| Participation rate | 97.7% | 75.3%+22.4pp | 79.8%+17.9pp | 70.2%+27.5pp |
| Annual return | 21.08% | 27.43%-6.3pp | 43.79%-22.7pp | 29.38%-8.3pp |
| Employer contribution / active EE | $3,509 | $2,040+72.0% | $3,865-9.2% | $2,177+61.2% |
| Participant deferral / active EE | $7,066 | $3,537+99.8% | $4,937+43.1% | $3,514+101.1% |
| Admin fee / account holder | $174 | $609-71.5% | $9,702-98.2% | $847-79.5% |