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 MANAGEMENT4+ years Filed as: ORGEL WEALTH MANAGEMENT, LLC Service code 27 · EIN 46-2793932 | Advisory (Plan) | $27,253 |
ALERUS FINANCIAL, N.A.4+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $13,106 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $43,899 | $124,414-64.7% | $115,157-61.9% | $67,579-35.0% |
| Participation rate | 89.5% | 58.1%+31.4pp | 75.9%+13.6pp | 71.3%+18.2pp |
| Annual return | 4.52% | 29.40%-24.9pp | 35.60%-31.1pp | 378.56%-374.0pp |
| Employer contribution / active EE | $1,879 | $1,454+29.2% | $3,179-40.9% | $2,148-12.5% |
| Participant deferral / active EE | $3,481 | $2,331+49.4% | $4,168-16.5% | $3,539-1.6% |
| Admin fee / account holder | $124 | $361-65.6% | $7,088-98.2% | $142-12.7% |