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.7+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $296,534 |
ORGEL WEALTH MANAGEMENT7+ years Filed as: ORGEL WEALTH MANAGEMENT, LLC Service code 26 · EIN 46-2793932 | Advisory (Participants) | $151,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,087 | $77,197-11.8% | $86,874-21.6% | $93,030-26.8% |
| Participation rate | 99.3% | 78.2%+21.1pp | 71.6%+27.7pp | 73.9%+25.4pp |
| Annual return | 12.81% | 16.31%-3.5pp | 63.52%-50.7pp | 158.70%-145.9pp |
| Employer contribution / active EE | $1,327 | $2,514-47.2% | $2,495-46.8% | $2,706-51.0% |
| Participant deferral / active EE | $4,560 | $3,831+19.0% | $3,699+23.3% | $4,562-0.1% |
| Admin fee / account holder | $162 | $105+54.3% | $5,828-97.2% | $152+6.8% |