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.6+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $327,232 |
ORGEL WEALTH MANAGEMENT6+ years Filed as: ORGEL WEALTH MANAGEMENT, LLC Service code 26 · EIN 46-2793932 | Advisory (Participants) | $112,796 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,573 | $72,066-21.5% | $81,930-30.9% | $90,288-37.3% |
| Participation rate | 96.3% | 78.9%+17.4pp | 72.0%+24.3pp | 73.4%+22.9pp |
| Annual return | 8.71% | 15.92%-7.2pp | 29.49%-20.8pp | 53.97%-45.3pp |
| Employer contribution / active EE | $1,170 | $2,335-49.9% | $4,310-72.9% | $2,524-53.7% |
| Participant deferral / active EE | $3,677 | $3,557+3.4% | $7,107-48.3% | $4,232-13.1% |
| Admin fee / account holder | $144 | $92+55.9% | $5,158-97.2% | $114+26.4% |