Filed January 19, 2006 (most recent of 3 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.5+ years Filed as: ALERUS FINANCIAL Service code 15 · EIN 45-6062081 | Recordkeeping | $53,182 |
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 | $20,528 | $62,928-67.4% | $172,739-88.1% | $67,579-69.6% |
| Participation rate | 87.4% | 64.5%+22.9pp | 82.6%+4.8pp | 71.3%+16.1pp |
| Annual return | 23.78% | 30.36%-6.6pp | 802.84%-779.1pp | 378.56%-354.8pp |
| Employer contribution / active EE | $470 | $1,636-71.2% | $5,143-90.9% | $2,148-78.1% |
| Participant deferral / active EE | $1,816 | $2,145-15.4% | $5,198-65.1% | $3,539-48.7% |
| Admin fee / account holder | $40 | $167-76.2% | $13,954-99.7% | $142-72.1% |