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.8+ years Filed as: ALERUS FINANCIAL Service code 15 · EIN 45-6062081 | Recordkeeping | $100,617 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 63 | 12b-1 Fees | $65,542 |
COASTAL PENSION SERVICES3 years Filed as: COASTAL PENSION SERVICES, INC. Service code 13 7230 LEE DEFOREST DRIVE · COLUMBIA, MD 21046 | Contract Administrator | $49,267 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,935 | $82,202-27.1% | $125,339-52.2% | $64,808-7.5% |
| Participation rate | 98.7% | 77.9%+20.9pp | 82.4%+16.4pp | 71.5%+27.3pp |
| Annual return | -17.27% | 3.48%-20.7pp | 572.05%-589.3pp | 32.82%-50.1pp |
| Employer contribution / active EE | $6,748 | $3,615+86.6% | $4,814+40.2% | $2,506+169.3% |
| Participant deferral / active EE | $3,935 | $7,175-45.2% | $7,446-47.2% | $4,310-8.7% |
| Admin fee / account holder | $76 | $163-53.4% | $10,010-99.2% | $188-59.5% |