Filed April 25, 2019
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 9-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.4+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $20,681 |
CLIENTONE SECURITIES, LLC4+ years Service code 26 11460 TOMAHAWK CREEK PARKWAY · LEAWOOD, KS 66211 | Advisory (Participants) | $14,539 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $110,922 | $98,982+12.1% | $162,163-31.6% | $65,185+70.2% |
| Participation rate | 100.0% | 85.8%+14.2pp | 87.6%+12.4pp | 70.2%+29.8pp |
| Annual return | 23.43% | 24.84%-1.4pp | 115.59%-92.2pp | 29.38%-6.0pp |
| Employer contribution / active EE | $5,281 | $3,467+52.3% | $5,614-5.9% | $2,177+142.6% |
| Participant deferral / active EE | $6,630 | $5,384+23.1% | $7,298-9.2% | $3,514+88.7% |
| Admin fee / account holder | $182 | $596-69.6% | $10,843-98.3% | $847-78.6% |