Filed August 14, 2009
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.2 years Service code 15 · EIN 45-6062081 | Recordkeeping | $39,641 |
EDWARD JONES4 years Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $32,282 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $11,982 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,495 | $56,485+44.3% | $185,823-56.1% | $86,799-6.1% |
| Participation rate | 50.0% | 65.5%-15.5pp | 81.7%-31.7pp | 72.3%-22.3pp |
| Annual return | 16.52% | 118.04%-101.5pp | 122.05%-105.5pp | 97.91%-81.4pp |
| Employer contribution / active EE | $1,133 | $1,843-38.5% | $5,167-78.1% | $2,405-52.9% |
| Participant deferral / active EE | $2,825 | $2,553+10.6% | $5,568-49.3% | $4,131-31.6% |
| Admin fee / account holder | $239 | $150+59.5% | $16,237-98.5% | $170+40.7% |