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.8+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $39,426 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,600 | $46,292+28.7% | $143,757-58.5% | $64,808-8.0% |
| Participation rate | 94.2% | 64.2%+30.0pp | 80.3%+13.9pp | 71.5%+22.8pp |
| Annual return | -15.95% | -10.05%-5.9pp | -0.04%-15.9pp | 32.82%-48.8pp |
| Employer contribution / active EE | $2,403 | $1,910+25.8% | $4,951-51.5% | $2,506-4.1% |
| Participant deferral / active EE | $4,507 | $2,646+70.4% | $5,637-20.0% | $4,310+4.6% |
| Admin fee / account holder | $93 | $154-39.4% | $14,673-99.4% | $188-50.4% |