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.7+ years Filed as: ALERUS FINANCIAL Service code 15 · EIN 45-6062081 | Recordkeeping | $114,911 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,765 | $56,485-56.2% | $185,823-86.7% | $86,799-71.5% |
| Participation rate | 91.6% | 65.5%+26.1pp | 81.7%+9.9pp | 72.3%+19.3pp |
| Annual return | 14.86% | 118.04%-103.2pp | 122.05%-107.2pp | 97.91%-83.0pp |
| Employer contribution / active EE | $506 | $1,843-72.5% | $5,167-90.2% | $2,405-79.0% |
| Participant deferral / active EE | $1,961 | $2,553-23.2% | $5,568-64.8% | $4,131-52.5% |
| Admin fee / account holder | $80 | $150-46.4% | $16,237-99.5% | $170-52.7% |