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.9+ years Filed as: ALERUS FINANCIAL Service code 15 · EIN 45-6062081 | Recordkeeping | $91,883 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 63 | 12b-1 Fees | $65,503 |
COASTAL PENSION SERVICES4 years Filed as: COASTAL PENSION SERVICES, INC. Service code 13 7230 LEE DEFOREST DRIVE · COLUMBIA, MD 21046 | Contract Administrator | $36,282 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,061 | $95,274-25.4% | $135,903-47.7% | $74,419-4.5% |
| Participation rate | 89.5% | 78.2%+11.3pp | 81.9%+7.6pp | 70.7%+18.8pp |
| Annual return | 13.36% | 32.77%-19.4pp | 68.23%-54.9pp | 34.38%-21.0pp |
| Employer contribution / active EE | $7,128 | $3,874+84.0% | $4,856+46.8% | $2,637+170.3% |
| Participant deferral / active EE | $3,731 | $7,782-52.1% | $7,758-51.9% | $4,528-17.6% |
| Admin fee / account holder | $102 | $266-61.6% | $10,762-99.0% | $348-70.6% |