Filed April 30, 2007 (most recent of 4 filings on file)
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.3+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $225,856 |
ORGEL WEALTH MANAGEMENT3+ years Filed as: ORGEL WEALTH MANAGEMENT, LLC Service code 26 · EIN 46-2793932 | Advisory (Participants) | $125,556 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $49,928 | $123,286-59.5% | $75,670-34.0% | $77,958-36.0% |
| Participation rate | 94.3% | 78.8%+15.5pp | 72.3%+21.9pp | 71.6%+22.6pp |
| Annual return | 13.55% | 20.45%-6.9pp | 27.34%-13.8pp | 20.87%-7.3pp |
| Employer contribution / active EE | $1,026 | $2,035-49.6% | $2,352-56.4% | $2,310-55.6% |
| Participant deferral / active EE | $2,990 | $3,095-3.4% | $3,142-4.8% | $3,537-15.5% |
| Admin fee / account holder | $132 | $144-8.7% | $5,800-97.7% | $97+35.1% |