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.8+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $301,374 |
ORGEL WEALTH MANAGEMENT8+ years Filed as: ORGEL WEALTH MANAGEMENT, LLC Service code 26 · EIN 46-2793932 | Advisory (Participants) | $135,968 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,879 | $61,756+0.2% | $70,092-11.7% | $77,904-20.6% |
| Participation rate | 99.6% | 79.9%+19.7pp | 70.5%+29.1pp | 73.7%+25.9pp |
| Annual return | -12.80% | -11.86%-0.9pp | 190.73%-203.5pp | 12.21%-25.0pp |
| Employer contribution / active EE | $1,367 | $2,706-49.5% | $2,559-46.6% | $2,848-52.0% |
| Participant deferral / active EE | $4,865 | $3,977+22.3% | $3,849+26.4% | $4,806+1.2% |
| Admin fee / account holder | $164 | $101+62.0% | $6,267-97.4% | $133+23.8% |