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 |
|---|---|---|
ORGEL WEALTH MANAGEMENT4+ years Filed as: ORGEL WEALTH MANAGEMENT, LLC Service code 26 · EIN 46-2793932 | Advisory (Participants) | $210,319 |
ALERUS FINANCIAL, N.A.4+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $87,620 |
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 | $45,028 | $77,559-41.9% | $68,793-34.5% | $75,289-40.2% |
| Participation rate | 98.0% | 78.3%+19.7pp | 72.2%+25.8pp | 72.4%+25.6pp |
| Annual return | -3.21% | -1.01%-2.2pp | -4.63%+1.4pp | -0.04%-3.2pp |
| Employer contribution / active EE | $1,176 | $1,993-41.0% | $2,625-55.2% | $2,405-51.1% |
| Participant deferral / active EE | $3,354 | $3,128+7.2% | $3,311+1.3% | $3,739-10.3% |
| Admin fee / account holder | $102 | $90+13.2% | $5,131-98.0% | $1020% |