Filed April 26, 2006 (most recent of 3 filings on file)
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 MANAGEMENT4+ years Service code 26 · EIN 46-2793932 | Advisory (Participants) | $23,637 |
WIPFLI LLP4+ years Service code 14 · EIN 39-0758449 | Plan Administrator | $9,347 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $29,539 | $79,523-62.9% | $140,016-78.9% | $56,287-47.5% |
| Participation rate | 97.1% | 85.7%+11.4pp | 87.5%+9.6pp | 69.9%+27.2pp |
| Annual return | -1.62% | 2.39%-4.0pp | 651.12%-652.7pp | -9.96%+8.3pp |
| Employer contribution / active EE | $1,728 | $3,350-48.4% | $5,606-69.2% | $2,111-18.1% |
| Participant deferral / active EE | $2,950 | $5,129-42.5% | $6,927-57.4% | $3,350-11.9% |
| Admin fee / account holder | $124 | $614-79.7% | $10,705-98.8% | $521-76.1% |