See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: INTELLICENTS INC Service code 26 · EIN 41-1471080 | Advisory (Participants) | $155,500 |
ALERUS FINANCIAL, N.A.3 years Service code 15 · EIN 45-6062081 | Recordkeeping | $126,418 |
EIDE BAILLY LLP2 years Service code 10 · EIN 45-0250958 | Accounting | $9,100 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $217,746 | $65,223+233.8% | $80,019+172.1% | $55,725+290.8% |
| Participation rate | 95.5% | 80.6%+15.0pp | 75.8%+19.7pp | 70.9%+24.7pp |
| Annual return | -3.52% | 7.59%-11.1pp | 11.22%-14.7pp | 244.93%-248.5pp |
| Employer contribution / active EE | $3,406 | $2,544+33.9% | $2,468+38.0% | $2,078+63.9% |
| Participant deferral / active EE | $11,830 | $3,881+204.9% | $3,686+221.0% | $3,356+252.6% |
| Admin fee / account holder | $415 | $114+263.5% | $6,521-93.6% | $115+260.4% |