Filed July 15, 2006 (most recent of 2 filings on file)
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.1+ years Filed as: ALERUS RETIREMENT SOLUTIONS Service code 15 TWO PINE TREE DRIVE · ARDEN HILLS, MN 55112 | Recordkeeping | $26,649 |
INTERACTIVE RETIREMENT SYSTEMS1+ years Service code 15 · EIN 41-1632187 | Recordkeeping | $11,405 |
NFP RETIREMENT INC1+ years Filed as: NFP SECURITIES Service code 27 · EIN 74-2794194 | Advisory (Plan) | $10,808 |
DELOITTE & TOUCHE LLP1+ years Service code 10 · EIN 13-3891517 | Accounting | $8,000 |
QDRO CONSULTANTS COMPANY, LLC1+ years Service code 16 · EIN 34-1820650 | Consulting | $300 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. COMP Service code 15 · EIN 84-0467907 | Recordkeeping | $30 |
TD AMERITRADE, INC.1+ years Filed as: TD AMERITADE, INC. Service code 33 · EIN 82-0543156 | Securities brokerage | $25 |
TD AMERITRADE, INC.1+ years Service code 59 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $128,549 | $22,714+466.0% | $59,496+116.1% | $55,191+132.9% |
| Participation rate | 98.6% | 37.5%+61.2pp | 54.6%+44.1pp | 69.2%+29.5pp |
| Annual return | -4.21% | -44.01%+39.8pp | 182.05%-186.3pp | 10.78%-15.0pp |
| Employer contribution / active EE | $2,918 | $418+598.3% | $1,153+153.1% | $1,899+53.7% |
| Participant deferral / active EE | $8,824 | $843+946.4% | $1,829+382.4% | $3,046+189.6% |
| Admin fee / account holder | $159 | $83+90.9% | $2,232-92.9% | $91+75.2% |