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.4+ years Filed as: WELLS FARGO ADVISORS LLC Service code 63 | 12b-1 Fees | $40,073 |
ALERUS FINANCIAL, N.A.4+ years Filed as: ALERUS FINANCIAL Service code 15 | Recordkeeping | $28,734 |
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 | $50,646 | $75,388-32.8% | $123,544-59.0% | $55,725-9.1% |
| Participation rate | 97.7% | 75.7%+22.0pp | 82.3%+15.4pp | 70.9%+26.8pp |
| Annual return | -4.45% | 4.48%-8.9pp | 119.20%-123.6pp | 244.93%-249.4pp |
| Employer contribution / active EE | $5,174 | $3,063+68.9% | $4,628+11.8% | $2,078+149.0% |
| Participant deferral / active EE | $2,604 | $5,651-53.9% | $6,426-59.5% | $3,356-22.4% |
| Admin fee / account holder | $68 | $120-43.2% | $9,284-99.3% | $115-41.0% |