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 MANAGEMENT7+ years Filed as: ORGEL WEALTH MANAGEMENT, LLC Service code 27 · EIN 46-2793932 | Advisory (Plan) | $41,718 |
ALERUS FINANCIAL, N.A.7+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $16,012 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,155 | $52,122-9.5% | $104,294-54.8% | $64,808-27.2% |
| Participation rate | 84.2% | 56.0%+28.2pp | 73.3%+10.9pp | 71.5%+12.7pp |
| Annual return | -15.76% | 13.26%-29.0pp | 24.61%-40.4pp | 32.82%-48.6pp |
| Employer contribution / active EE | $1,994 | $1,627+22.6% | $3,372-40.8% | $2,506-20.4% |
| Participant deferral / active EE | $4,136 | $2,823+46.5% | $4,625-10.6% | $4,310-4.0% |
| Admin fee / account holder | $164 | $155+6.1% | $7,339-97.8% | $188-12.7% |