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.9+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $39,579 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,454 | $47,126+45.3% | $149,673-54.3% | $74,419-8.0% |
| Participation rate | 90.7% | 63.4%+27.3pp | 78.8%+11.9pp | 70.7%+19.9pp |
| Annual return | 20.05% | 22.75%-2.7pp | 134.42%-114.4pp | 34.38%-14.3pp |
| Employer contribution / active EE | $2,495 | $1,905+31.0% | $4,818-48.2% | $2,637-5.4% |
| Participant deferral / active EE | $4,654 | $2,728+70.6% | $5,680-18.1% | $4,528+2.8% |
| Admin fee / account holder | $89 | $343-73.9% | $13,210-99.3% | $348-74.3% |