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.3+ years Filed as: WELLS FARGO ADVISORS LLC Service code 63 | 12b-1 Fees | $38,699 |
ALERUS FINANCIAL, N.A.3+ years Filed as: ALERUS FINANCIAL Service code 15 | Recordkeeping | $23,423 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $57,456 | $155,795-63.1% | $136,294-57.8% | $69,631-17.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 15.65% | 232464.33%-232448.7pp | 5155.94%-5140.3pp | 27571.02%-27555.4pp |
| Employer contribution / active EE | $5,969 | $2,991+99.6% | $4,695+27.1% | $2,032+193.7% |
| Participant deferral / active EE | $3,097 | $5,394-42.6% | $6,247-50.4% | $3,224-3.9% |
| Admin fee / account holder | $0 | $128-100.0% | $9,243-100.0% | $110-100.0% |