See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ORGEL WEALTH MANAGEMENT3+ years Filed as: ORGEL WEALTH MANAGEMENT, LLC Service code 26 · EIN 46-2793932 | Advisory (Participants) | $49,863 |
ALERUS FINANCIAL, N.A.3+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $18,850 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $100,497 | $55,453+81.2% | $170,442-41.0% | $62,292+61.3% |
| Participation rate | 96.7% | 66.4%+30.4pp | 83.6%+13.1pp | 69.5%+27.2pp |
| Annual return | 17.22% | 21.38%-4.2pp | 205.93%-188.7pp | 28.90%-11.7pp |
| Employer contribution / active EE | $6,355 | $2,164+193.7% | $5,433+17.0% | $2,042+211.2% |
| Participant deferral / active EE | $4,504 | $2,303+95.6% | $4,939-8.8% | $3,169+42.1% |
| Admin fee / account holder | $315 | $455-30.7% | $13,880-97.7% | $479-34.2% |