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.4+ years Filed as: ALERUS FINANCIAL Service code 27 · EIN 45-0140105 | Advisory (Plan) | $22,500 |
TIAA1 year Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 15 · EIN 13-1624203 | Recordkeeping | $225 |
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 | $172,740 | $55,002+214.1% | $59,878+188.5% | $56,287+206.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 74.7%+25.3pp | 69.9%+30.1pp |
| Annual return | -3.42% | 1.13%-4.6pp | 3.46%-6.9pp | -9.96%+6.5pp |
| Employer contribution / active EE | $5,639 | $2,448+130.4% | $2,722+107.2% | $2,111+167.1% |
| Participant deferral / active EE | $7,546 | $3,121+141.8% | $3,402+121.8% | $3,350+125.3% |
| Admin fee / account holder | $65 | $236-72.3% | $3,590-98.2% | $521-87.5% |