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.10+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $38,554 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,418 | $50,815+50.4% | $155,509-50.9% | $77,643-1.6% |
| Participation rate | 89.8% | 63.1%+26.7pp | 78.2%+11.6pp | 70.6%+19.2pp |
| Annual return | 17.38% | 34.80%-17.4pp | 64.67%-47.3pp | 31.24%-13.9pp |
| Employer contribution / active EE | $2,561 | $1,993+28.5% | $4,672-45.2% | $2,726-6.0% |
| Participant deferral / active EE | $4,704 | $2,822+66.7% | $5,626-16.4% | $4,647+1.2% |
| Admin fee / account holder | $86 | $437-80.4% | $15,912-99.5% | $430-80.1% |