Filed January 6, 2006
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.1+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $27,404 |
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 | $44,758 | $37,117+20.6% | $147,614-69.7% | $55,191-18.9% |
| Participation rate | 87.0% | 63.6%+23.4pp | 84.6%+2.4pp | 69.2%+17.8pp |
| Annual return | 0.69% | 3.44%-2.8pp | 61.98%-61.3pp | 10.78%-10.1pp |
| Employer contribution / active EE | $1,656 | $1,620+2.2% | $5,564-70.2% | $1,899-12.8% |
| Participant deferral / active EE | $3,557 | $1,985+79.2% | $4,895-27.3% | $3,046+16.8% |
| Admin fee / account holder | $90 | $86+5.0% | $11,611-99.2% | $91-1.0% |