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 MANAGEMENT9+ years Filed as: ORGEL WEALTH MANAGEMENT, LLC Service code 27 · EIN 46-2793932 | Advisory (Plan) | $46,155 |
ALERUS FINANCIAL, N.A.9+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $17,902 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,501 | $62,327+19.5% | $120,354-38.1% | $74,4950% |
| Participation rate | 98.0% | 56.8%+41.2pp | 71.9%+26.1pp | 67.2%+30.8pp |
| Annual return | 22.13% | 18.61%+3.5pp | 107.15%-85.0pp | 1364.94%-1342.8pp |
| Employer contribution / active EE | $2,422 | $1,843+31.4% | $3,463-30.1% | $2,623-7.7% |
| Participant deferral / active EE | $5,427 | $2,893+87.6% | $4,991+8.7% | $4,346+24.9% |
| Admin fee / account holder | $201 | $2,396-91.6% | $9,423-97.9% | $1,942-89.6% |