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.5 years Filed as: ALERUS INVESTMENT ADVISORS Service code 27 · EIN 42-1378382 | Advisory (Plan) | $27,262 |
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $25,562 |
ALERUS FINANCIAL, N.A.6+ years Filed as: ALERUS FINANCIAL Service code 27 · EIN 45-0140105 | Advisory (Plan) | $10,238 |
WEST RHODE & ROBERTS5 years Service code 10 · EIN 33-0783983 | Accounting | $9,785 |
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 | $194,519 | $65,322+197.8% | $70,449+176.1% | $73,488+164.7% |
| Participation rate | 100.0% | 77.0%+23.0pp | 75.1%+24.9pp | 70.7%+29.3pp |
| Annual return | 12.15% | 15.71%-3.6pp | 109.03%-96.9pp | 28.51%-16.4pp |
| Employer contribution / active EE | $5,967 | $2,460+142.6% | $2,737+118.0% | $2,270+162.8% |
| Participant deferral / active EE | $7,502 | $3,375+122.3% | $3,709+102.3% | $3,740+100.6% |
| Admin fee / account holder | $193 | $214-10.0% | $3,845-95.0% | $513-62.4% |