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 |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,096 |
ALERUS FINANCIAL, N.A.5 years Service code 15 · EIN 45-6062081 | Recordkeeping | $10,996 |
ELO PROF LLC7+ years Service code 10 1820 N SANBORN BLVD PO BOX 249 · MITCHELL, SD 57301 | Accounting | $7,363 |
Service code 27 100 N BROADWAY · ALBERT LEA, MN 56007 | Advisory (Plan) | $6,664 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,111 | $93,182+83.6% | $146,665+16.7% | $79,386+115.5% |
| Participation rate | 98.6% | 76.4%+22.2pp | 80.1%+18.6pp | 70.7%+27.9pp |
| Annual return | 13.74% | 21.61%-7.9pp | 22.74%-9.0pp | 116.85%-103.1pp |
| Employer contribution / active EE | $3,587 | $2,420+48.3% | $4,136-13.3% | $2,427+47.8% |
| Participant deferral / active EE | $7,599 | $4,169+82.3% | $5,506+38.0% | $4,046+87.8% |
| Admin fee / account holder | $237 | $585-59.5% | $10,280-97.7% | $626-62.2% |