Filed February 5, 2018 (most recent of 2 filings on file)
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 MANAGEMENT5+ years Service code 26 · EIN 46-2793932 | Advisory (Participants) | $15,635 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $68,581 | $47,922+43.1% | $75,886-9.6% | $65,185+5.2% |
| Participation rate | 51.5% | 63.0%-11.5pp | 69.3%-17.7pp | 70.2%-18.7pp |
| Annual return | 19.39% | 24.12%-4.7pp | 30.76%-11.4pp | 29.38%-10.0pp |
| Employer contribution / active EE | $870 | $1,557-44.1% | $2,500-65.2% | $2,177-60.0% |
| Participant deferral / active EE | $2,170 | $2,550-14.9% | $3,603-39.8% | $3,514-38.3% |
| Admin fee / account holder | $189 | $532-64.5% | $5,418-96.5% | $847-77.7% |