See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ALERUS FINANCIAL, N.A.1+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $24,008 |
CBIZ RETIREMENT PLAN SERVICES1+ years Filed as: CBIZ RETIREMENT SOLUTIONS Service code 22 6050 OAK TREE BLVD - SUITE 500 · CLEVELAND, OH 44131 | Insurance Broker | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $170,363 | $65,263+161.0% | $90,223+88.8% | $55,191+208.7% |
| Participation rate | 99.7% | 79.0%+20.7pp | 79.0%+20.7pp | 69.2%+30.6pp |
| Annual return | -0.34% | 2.81%-3.2pp | 1.31%-1.7pp | 10.78%-11.1pp |
| Employer contribution / active EE | $15,675 | $4,153+277.5% | $4,378+258.0% | $1,899+725.6% |
| Participant deferral / active EE | $6,349 | $5,564+14.1% | $5,792+9.6% | $3,046+108.4% |
| Admin fee / account holder | $61 | $116-47.8% | $7,406-99.2% | $91-33.2% |