See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ALERUS FINANCIAL, N.A.1 year Service code 15 · EIN 45-6062081 | Recordkeeping | $4,868 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE TRUST COMPANY Service code 19 · EIN 20-0937408 | Securities Custodian | $125 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,241 | $91,407+15.1% | $135,903-22.6% | $71,457+47.3% |
| Participation rate | 93.6% | 75.7%+18.0pp | 81.9%+11.7pp | 67.9%+25.7pp |
| Annual return | -6.99% | 29.90%-36.9pp | 68.23%-75.2pp | 28.85%-35.8pp |
| Employer contribution / active EE | $9,685 | $3,703+161.5% | $4,856+99.4% | $2,588+274.3% |
| Participant deferral / active EE | $3,388 | $7,092-52.2% | $7,758-56.3% | $4,289-21.0% |
| Admin fee / account holder | $39 | $1,266-96.9% | $10,762-99.6% | $1,587-97.5% |