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 |
|---|---|---|
ALERUS FINANCIAL, N.A.6+ years Filed as: ALERUS FINANCIAL Service code 15 · EIN 45-6062081 | Recordkeeping | $116,326 |
WELLS FARGO BANK, N.A.6+ years Filed as: WELLS FARGO ADVISORS LLC Service code 63 | 12b-1 Fees | $93,709 |
COASTAL PENSION SERVICES1 year Filed as: COASTAL PENSION SERVICES, INC. Service code 13 7230 LEE DEFOREST DRIVE · COLUMBIA, MD 21046 | Contract Administrator | $39,510 |
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 | $66,147 | $100,801-34.4% | $149,696-55.8% | $73,409-9.9% |
| Participation rate | 87.8% | 77.7%+10.1pp | 82.5%+5.3pp | 72.2%+15.6pp |
| Annual return | 22.24% | 265.34%-243.1pp | 276.60%-254.4pp | 59.29%-37.1pp |
| Employer contribution / active EE | $5,591 | $3,312+68.8% | $4,644+20.4% | $2,234+150.3% |
| Participant deferral / active EE | $3,213 | $6,404-49.8% | $6,842-53.0% | $3,805-15.6% |
| Admin fee / account holder | $84 | $181-53.8% | $9,309-99.1% | $158-47.1% |