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 MANAGEMENT5+ years Filed as: ORGEL WEALTH MANAGEMENT, LLC Service code 26 · EIN 46-2793932 | Advisory (Participants) | $58,280 |
ALERUS FINANCIAL, N.A.5+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $24,304 |
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 | $102,606 | $52,953+93.8% | $172,739-40.6% | $65,185+57.4% |
| Participation rate | 98.1% | 66.2%+32.0pp | 82.6%+15.5pp | 70.2%+27.9pp |
| Annual return | 20.75% | 30.12%-9.4pp | 802.84%-782.1pp | 29.38%-8.6pp |
| Employer contribution / active EE | $5,893 | $2,190+169.1% | $5,143+14.6% | $2,177+170.7% |
| Participant deferral / active EE | $4,916 | $2,471+99.0% | $5,198-5.4% | $3,514+39.9% |
| Admin fee / account holder | $313 | $472-33.7% | $13,954-97.8% | $847-63.1% |