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.5+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $34,763 |
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 | $59,402 | $62,928-5.6% | $172,739-65.6% | $67,579-12.1% |
| Participation rate | 91.8% | 64.5%+27.4pp | 82.6%+9.2pp | 71.3%+20.6pp |
| Annual return | 23.30% | 30.36%-7.1pp | 802.84%-779.5pp | 378.56%-355.3pp |
| Employer contribution / active EE | $1,843 | $1,636+12.7% | $5,143-64.2% | $2,148-14.2% |
| Participant deferral / active EE | $3,850 | $2,145+79.5% | $5,198-25.9% | $3,539+8.8% |
| Admin fee / account holder | $95 | $167-43.2% | $13,954-99.3% | $142-33.4% |