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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.
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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 |
|---|---|---|
ALERUS FINANCIAL, N.A.3 years Service code 15 · EIN 45-6062081 | Recordkeeping | $14,103 |
ASSURANCE DIMENSIONS1 year Filed as: ASSURANCE FINANCIAL SERVICES Service code 26 1750 EAST GOLF ROAD · SCHAUMBURG, IL 60173 | Advisory (Participants) | $10,126 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $31,138 | $89,652-65.3% | $141,162-77.9% | $65,185-52.2% |
| Participation rate | 89.4% | 74.7%+14.7pp | 82.5%+7.0pp | 70.2%+19.2pp |
| Annual return | 18.34% | 32.79%-14.5pp | 71.39%-53.1pp | 29.38%-11.0pp |
| Employer contribution / active EE | $1,080 | $3,065-64.8% | $4,735-77.2% | $2,177-50.4% |
| Participant deferral / active EE | $2,842 | $5,691-50.1% | $6,709-57.6% | $3,514-19.1% |
| Admin fee / account holder | $149 | $569-73.9% | $10,261-98.6% | $847-82.5% |