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 MANAGEMENT8+ years Filed as: ORGEL WEALTH MANAGEMENT, LLC Service code 27 · EIN 46-2793932 | Advisory (Plan) | $40,423 |
ALERUS FINANCIAL, N.A.8+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $15,315 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,000 | $57,651-2.9% | $112,229-50.1% | $71,457-21.6% |
| Participation rate | 99.6% | 58.9%+40.6pp | 72.4%+27.1pp | 67.9%+31.6pp |
| Annual return | 14.19% | 18.32%-4.1pp | 30.20%-16.0pp | 28.85%-14.7pp |
| Employer contribution / active EE | $5,401 | $1,913+182.3% | $3,430+57.5% | $2,588+108.7% |
| Participant deferral / active EE | $2,493 | $2,863-12.9% | $4,798-48.0% | $4,289-41.9% |
| Admin fee / account holder | $158 | $1,581-90.0% | $7,748-98.0% | $1,587-90.0% |