Filed October 4, 2006
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 year Filed as: ALERUS FINANCIAL, N.A Service code 15 · EIN 45-6062081 | Recordkeeping | $21,850 |
UNITED BENEFITS GROUP2 years Service code 14 · EIN 01-0689331 | Plan Administrator | $1,560 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $167 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,087 | $65,862-43.7% | $124,672-70.3% | $79,386-53.3% |
| Participation rate | 77.0% | 62.2%+14.7pp | 74.6%+2.4pp | 70.7%+6.3pp |
| Annual return | 11.81% | 19.02%-7.2pp | 5142.93%-5131.1pp | 116.85%-105.0pp |
| Employer contribution / active EE | $487 | $1,883-74.1% | $3,324-85.3% | $2,427-79.9% |
| Participant deferral / active EE | $2,408 | $2,772-13.2% | $4,614-47.8% | $4,046-40.5% |
| Admin fee / account holder | $122 | $673-81.8% | $7,493-98.4% | $626-80.5% |