See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 5-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
CARLSON CAPITAL MANAGEMENT3+ years Service code 27 · EIN 41-1689533 | Advisory (Plan) | $35,000 |
ALERUS FINANCIAL, N.A.1 year Service code 15 · EIN 45-6062081 | Recordkeeping | $7,051 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,888 | $69,477+59.6% | $94,646+17.2% | $71,457+55.2% |
| Participation rate | 97.8% | 78.4%+19.3pp | 80.8%+16.9pp | 67.9%+29.9pp |
| Annual return | 19.54% | 29.66%-10.1pp | 156.71%-137.2pp | 28.85%-9.3pp |
| Employer contribution / active EE | $4,253 | $2,853+49.1% | $3,672+15.8% | $2,588+64.4% |
| Participant deferral / active EE | $10,538 | $7,345+43.5% | $7,418+42.1% | $4,289+145.7% |
| Admin fee / account holder | $217 | $1,210-82.1% | $7,231-97.0% | $1,587-86.3% |