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.5+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $322,808 |
ORGEL WEALTH MANAGEMENT5+ years Filed as: ORGEL WEALTH MANAGEMENT, LLC Service code 26 · EIN 46-2793932 | Advisory (Participants) | $112,905 |
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 | $52,353 | $65,708-20.3% | $76,817-31.8% | $77,787-32.7% |
| Participation rate | 91.4% | 79.0%+12.4pp | 72.1%+19.3pp | 73.2%+18.2pp |
| Annual return | 18.35% | 49.86%-31.5pp | 1166.11%-1147.8pp | 32.57%-14.2pp |
| Employer contribution / active EE | $1,076 | $2,167-50.3% | $2,302-53.2% | $2,504-57.0% |
| Participant deferral / active EE | $3,282 | $3,254+0.9% | $3,336-1.6% | $3,967-17.3% |
| Admin fee / account holder | $145 | $91+60.0% | $6,420-97.7% | $100+45.2% |