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 | $56,883 |
ALERUS FINANCIAL, N.A.7+ years Filed as: ALERUS TRUST Service code 21 · EIN 45-6062081 | Bank Trustee | $50,000 |
STOUT, CAUSEY & HORNING, P.A.7+ years Filed as: STOUT RESIUS ROSS, INC. Service code 34 · EIN 38-3003685 | Valuation (appraisals, etc.) | $41,365 |
KPMG LLP7+ years Service code 10 · EIN 13-5565207 | Accounting | $26,155 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $210,054 | $95,388+120.2% | $125,339+67.6% | $77,904+169.6% |
| Participation rate | 85.9% | 78.6%+7.3pp | 82.4%+3.5pp | 73.7%+12.2pp |
| Annual return | 18.52% | 116.19%-97.7pp | 572.05%-553.5pp | 12.21%+6.3pp |
| Employer contribution / active EE | $8,104 | $3,666+121.0% | $4,814+68.3% | $2,848+184.6% |
| Participant deferral / active EE | $0 | $7,711-100.0% | $7,446-100.0% | $4,806-100.0% |
| Admin fee / account holder | $111 | $119-6.6% | $10,010-98.9% | $133-16.3% |