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 MANAGEMENT8+ years Service code 26 · EIN 46-2793932 | Advisory (Participants) | $20,868 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,704 | $63,442+8.3% | $68,791-0.1% | $66,914+2.7% |
| Participation rate | 51.2% | 60.0%-8.8pp | 69.0%-17.8pp | 69.8%-18.6pp |
| Annual return | -14.35% | -8.29%-6.1pp | -6.38%-8.0pp | 1.58%-15.9pp |
| Employer contribution / active EE | $850 | $1,775-52.1% | $2,655-68.0% | $2,544-66.6% |
| Participant deferral / active EE | $2,581 | $2,945-12.4% | $3,941-34.5% | $4,237-39.1% |
| Admin fee / account holder | $208 | $577-64.0% | $4,932-95.8% | $593-65.0% |