Filed August 14, 2009
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.4 years Filed as: ALERUS RETIREMENT SOLUTIONS Service code 15 · EIN 45-0140105 2300 S COLUMBIA RD · GRAND FORKS, ND 58211 | Recordkeeping | $13,208 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,905 | $52,406-41.0% | $129,207-76.1% | $74,495-58.5% |
| Participation rate | 92.2% | 53.8%+38.4pp | 69.6%+22.6pp | 67.2%+25.0pp |
| Annual return | 18.00% | 15.66%+2.3pp | 9417.33%-9399.3pp | 1364.94%-1346.9pp |
| Employer contribution / active EE | $829 | $1,531-45.8% | $4,153-80.0% | $2,623-68.4% |
| Participant deferral / active EE | $2,234 | $2,794-20.1% | $4,168-46.4% | $4,346-48.6% |
| Admin fee / account holder | $75 | $2,633-97.1% | $7,715-99.0% | $1,942-96.1% |