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 |
|---|---|---|
Filed as: TRANSITION FINANCE STRATEGIES LLC Service code 13 · EIN 13-4238973 | Contract Administrator | $63,369 |
STOUT, CAUSEY & HORNING, P.A.5+ years Filed as: STOUT RESIUS ROSS, INC. Service code 34 · EIN 38-3003685 | Valuation (appraisals, etc.) | $40,979 |
ALERUS FINANCIAL, N.A.5+ years Filed as: ALERUS TRUST Service code 21 · EIN 45-6062081 | Bank Trustee | $37,977 |
KPMG LLP5+ years Service code 10 · EIN 13-5565207 | Accounting | $28,630 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,641 | $127,481+41.7% | $149,696+20.7% | $90,288+100.1% |
| Participation rate | 88.9% | 78.2%+10.7pp | 82.5%+6.5pp | 73.4%+15.6pp |
| Annual return | 17.73% | 57.78%-40.0pp | 276.60%-258.9pp | 53.97%-36.2pp |
| Employer contribution / active EE | $7,731 | $3,448+124.2% | $4,644+66.5% | $2,524+206.3% |
| Participant deferral / active EE | $0 | $6,975-100.0% | $6,842-100.0% | $4,232-100.0% |
| Admin fee / account holder | $118 | $152-22.0% | $9,309-98.7% | $114+3.8% |