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.9+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $362,244 |
ORGEL WEALTH MANAGEMENT9+ years Filed as: ORGEL WEALTH MANAGEMENT, LLC Service code 26 · EIN 46-2793932 | Advisory (Participants) | $43,983 |
MILLIMAN, INC.1 year Service code 15 · EIN 91-0675641 | Recordkeeping | $32,876 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $1,714 |
Filed as: CHARLES SCHWAB & CO. INC. Service code 19 | Securities Custodian | $0 |
Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
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 | $60,584 | $73,034-17.0% | $77,163-21.5% | $80,160-24.4% |
| Participation rate | 96.2% | 78.1%+18.1pp | 69.6%+26.7pp | 72.9%+23.3pp |
| Annual return | 15.66% | 18.56%-2.9pp | 37.87%-22.2pp | 40.38%-24.7pp |
| Employer contribution / active EE | $1,324 | $2,779-52.4% | $2,535-47.8% | $2,978-55.5% |
| Participant deferral / active EE | $4,762 | $4,140+15.0% | $3,833+24.2% | $5,017-5.1% |
| Admin fee / account holder | $142 | $104+37.3% | $5,472-97.4% | $145-1.8% |