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 MANAGEMENT3+ years Filed as: ORGEL WEALTH MANAGEMENT, LLC Service code 27 · EIN 46-2793932 | Advisory (Plan) | $30,470 |
ALERUS FINANCIAL, N.A.3+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $3,028 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $41,209 | $107,440-61.6% | $105,738-61.0% | $55,725-26.0% |
| Participation rate | 66.0% | 55.5%+10.5pp | 76.3%-10.3pp | 70.9%-4.8pp |
| Annual return | 11.10% | -0.59%+11.7pp | 6.27%+4.8pp | 244.93%-233.8pp |
| Employer contribution / active EE | $1,326 | $1,448-8.4% | $3,268-59.4% | $2,078-36.2% |
| Participant deferral / active EE | $2,419 | $2,171+11.4% | $4,080-40.7% | $3,356-27.9% |
| Admin fee / account holder | $101 | $283-64.3% | $6,913-98.5% | $115-12.1% |