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.8+ years Filed as: ALERUS FINANCIAL Service code 15 · EIN 45-6062081 | Recordkeeping | $121,425 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,897 | $46,292-57.0% | $143,757-86.2% | $64,808-69.3% |
| Participation rate | 88.1% | 64.2%+23.8pp | 80.3%+7.8pp | 71.5%+16.6pp |
| Annual return | -15.49% | -10.05%-5.4pp | -0.04%-15.4pp | 32.82%-48.3pp |
| Employer contribution / active EE | $502 | $1,910-73.7% | $4,951-89.9% | $2,506-80.0% |
| Participant deferral / active EE | $2,025 | $2,646-23.4% | $5,637-64.1% | $4,310-53.0% |
| Admin fee / account holder | $82 | $154-46.4% | $14,673-99.4% | $188-56.1% |