Filed April 2, 2004
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 |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS LLC Service code 63 | 12b-1 Fees | $20,140 |
ALERUS FINANCIAL, N.A.1+ years Filed as: ALERUS FINANCIAL Service code 15 | Recordkeeping | $18,174 |
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 | $48,343 | $88,324-45.3% | $115,037-58.0% | $55,191-12.4% |
| Participation rate | 93.0% | 72.5%+20.5pp | 81.4%+11.6pp | 69.2%+23.8pp |
| Annual return | 1.42% | 6.30%-4.9pp | 26.14%-24.7pp | 10.78%-9.4pp |
| Employer contribution / active EE | $5,406 | $2,805+92.7% | $4,608+17.3% | $1,899+184.7% |
| Participant deferral / active EE | $2,869 | $5,042-43.1% | $6,026-52.4% | $3,046-5.8% |
| Admin fee / account holder | $3 | $105-97.0% | $8,175-100.0% | $91-96.6% |