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.10+ years Filed as: ALERUS FINANCIAL Service code 15 · EIN 45-6062081 | Recordkeeping | $116,473 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,899 | $50,815-53.0% | $155,509-84.6% | $77,643-69.2% |
| Participation rate | 83.6% | 63.1%+20.5pp | 78.2%+5.5pp | 70.6%+13.1pp |
| Annual return | 12.42% | 34.80%-22.4pp | 64.67%-52.2pp | 31.24%-18.8pp |
| Employer contribution / active EE | $550 | $1,993-72.4% | $4,672-88.2% | $2,726-79.8% |
| Participant deferral / active EE | $2,343 | $2,822-17.0% | $5,626-58.4% | $4,647-49.6% |
| Admin fee / account holder | $80 | $437-81.7% | $15,912-99.5% | $430-81.4% |