Filed September 8, 1995
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 |
|---|---|---|
TRANSITION FINANCE STRATEGIES, LLC10+ years Filed as: TRANSITION FINANCE STRATEGIES LLC Service code 13 · EIN 13-4238973 | Contract Administrator | $86,958 |
STOUT, CAUSEY & HORNING, P.A.10+ years Filed as: STOUT RESIUS ROSS, INC. Service code 34 · EIN 38-3003685 | Valuation (appraisals, etc.) | $68,003 |
ALERUS FINANCIAL, N.A.10+ years Filed as: ALERUS TRUST Service code 21 · EIN 45-6062081 | Bank Trustee | $50,652 |
KPMG LLP10+ years Service code 10 · EIN 13-5565207 | Accounting | $47,355 |
POLSINELLI3 years Filed as: POLSINELLI PC Service code 29 ONE EAST WASHINGTON · PHOENIX, AZ 85004 | Legal | $1,658 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $268,399 | $145,877+84.0% | $150,045+78.9% | $102,872+160.9% |
| Participation rate | 92.3% | 79.8%+12.4pp | 82.3%+10.0pp | 73.0%+19.2pp |
| Annual return | 5.19% | 21.37%-16.2pp | 62.55%-57.4pp | 19.06%-13.9pp |
| Employer contribution / active EE | $9,522 | $4,710+102.2% | $4,693+102.9% | $3,526+170.0% |
| Participant deferral / active EE | $0 | $9,491-100.0% | $7,997-100.0% | $5,535-100.0% |
| Admin fee / account holder | $112 | $176-36.4% | $13,435-99.2% | $292-61.7% |