Filed March 1, 2002
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 |
|---|---|---|
ALERUS FINANCIAL, N.A.2+ years Filed as: ALERUS FINANCIAL Service code 27 · EIN 45-0140105 | Advisory (Plan) | $22,500 |
WEST RHODE & ROBERTS1 year Service code 10 · EIN 33-0783983 | Accounting | $9,309 |
ALERUS FINANCIAL, N.A.1 year Filed as: ALERUS INVESTMENT ADVISORS Service code 27 · EIN 42-1378382 | Advisory (Plan) | $7,500 |
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 | $185,297 | $52,467+253.2% | $57,179+224.1% | $55,167+235.9% |
| Participation rate | 98.1% | 75.8%+22.2pp | 75.3%+22.7pp | 69.0%+29.1pp |
| Annual return | 10.87% | 7.72%+3.2pp | 14.59%-3.7pp | 169.23%-158.4pp |
| Employer contribution / active EE | $5,583 | $2,477+125.3% | $2,682+108.1% | $1,963+184.5% |
| Participant deferral / active EE | $7,462 | $2,830+163.7% | $3,096+141.0% | $3,054+144.3% |
| Admin fee / account holder | $115 | $269-57.2% | $3,139-96.3% | $504-77.1% |