Filed June 8, 2009
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 |
|---|---|---|
ORGEL WEALTH MANAGEMENT2+ years Filed as: ORGEL WEALTH MANAGEMENT, LLC Service code 27 · EIN 46-2793932 | Advisory (Plan) | $27,552 |
ALERUS FINANCIAL, N.A.2+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $3,689 |
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 | $40,894 | $54,390-24.8% | $117,039-65.1% | $69,631-41.3% |
| Participation rate | 93.6% | 58.5%+35.1pp | 77.2%+16.4pp | 70.7%+22.9pp |
| Annual return | 14.89% | 18.33%-3.4pp | 18.95%-4.1pp | 27571.02%-27556.1pp |
| Employer contribution / active EE | $1,730 | $1,357+27.5% | $3,785-54.3% | $2,032-14.9% |
| Participant deferral / active EE | $2,958 | $2,076+42.5% | $3,929-24.7% | $3,224-8.2% |
| Admin fee / account holder | $106 | $98+8.7% | $5,974-98.2% | $110-3.8% |