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.6+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $33,544 |
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 | $66,093 | $52,293+26.4% | $178,490-63.0% | $73,409-10.0% |
| Participation rate | 90.8% | 65.3%+25.5pp | 81.9%+8.9pp | 72.2%+18.7pp |
| Annual return | 14.72% | 34.75%-20.0pp | 151.07%-136.4pp | 59.29%-44.6pp |
| Employer contribution / active EE | $1,953 | $1,735+12.6% | $5,011-61.0% | $2,234-12.6% |
| Participant deferral / active EE | $4,125 | $2,332+76.9% | $5,202-20.7% | $3,805+8.4% |
| Admin fee / account holder | $88 | $127-30.9% | $13,984-99.4% | $158-44.2% |