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 INVESTMENT ADVISORS Service code 27 · EIN 42-1378382 | Advisory (Plan) | $15,000 |
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 | $190,901 | $57,976+229.3% | $62,995+203.0% | $62,292+206.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 13.89% | 17.54%-3.7pp | 87.57%-73.7pp | 28.90%-15.0pp |
| Employer contribution / active EE | $5,429 | $2,415+124.8% | $2,759+96.8% | $2,042+165.8% |
| Participant deferral / active EE | $7,093 | $2,956+140.0% | $3,329+113.0% | $3,169+123.8% |
| Admin fee / account holder | $54 | $276-80.5% | $3,600-98.5% | $479-88.8% |