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 10-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 |
|---|---|---|
ALERUS FINANCIAL, N.A.5+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $21,172 |
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO ADVISORS Service code 51 777 108TH AVE NE - SUITE 2400 · BELLEVUE, WA 98004 | Investment Mgmt Fees | $14,359 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,466 | $49,138-13.6% | $84,015-49.5% | $65,185-34.9% |
| Participation rate | 71.9% | 60.7%+11.1pp | 69.0%+2.9pp | 70.2%+1.7pp |
| Annual return | 19.88% | 23.00%-3.1pp | 71.31%-51.4pp | 29.38%-9.5pp |
| Employer contribution / active EE | $1,161 | $914+27.1% | $1,983-41.5% | $2,177-46.7% |
| Participant deferral / active EE | $1,528 | $2,397-36.2% | $3,239-52.8% | $3,514-56.5% |
| Admin fee / account holder | $204 | $543-62.4% | $6,101-96.7% | $847-75.9% |