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.5+ years Filed as: WELLS FARGO ADVISORS LLC Service code 63 | 12b-1 Fees | $47,028 |
ALERUS FINANCIAL, N.A.5+ years Filed as: ALERUS FINANCIAL Service code 15 | Recordkeeping | $34,727 |
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 | $60,580 | $88,122-31.3% | $141,162-57.1% | $67,579-10.4% |
| Participation rate | 86.3% | 76.5%+9.8pp | 82.5%+3.8pp | 71.3%+15.0pp |
| Annual return | 22.12% | 75.40%-53.3pp | 71.39%-49.3pp | 378.56%-356.4pp |
| Employer contribution / active EE | $5,602 | $3,224+73.7% | $4,735+18.3% | $2,148+160.8% |
| Participant deferral / active EE | $2,871 | $5,958-51.8% | $6,709-57.2% | $3,539-18.9% |
| Admin fee / account holder | $134 | $131+2.2% | $10,261-98.7% | $142-6.0% |