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.4+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $26,237 |
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 | $47,284 | $37,196+27.1% | $154,107-69.3% | $55,725-15.1% |
| Participation rate | 88.2% | 64.1%+24.1pp | 83.0%+5.1pp | 70.9%+17.3pp |
| Annual return | -4.30% | 1319.68%-1324.0pp | 735.12%-739.4pp | 244.93%-249.2pp |
| Employer contribution / active EE | $1,769 | $1,614+9.6% | $5,298-66.6% | $2,078-14.9% |
| Participant deferral / active EE | $3,641 | $2,068+76.0% | $5,081-28.3% | $3,356+8.5% |
| Admin fee / account holder | $68 | $102-33.3% | $13,411-99.5% | $115-41.2% |