Filed April 26, 2007
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 MANAGEMENT7+ years Service code 26 · EIN 46-2793932 | Advisory (Participants) | $146,421 |
MILLIMAN, INC.1 year Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $78,407 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,307 | $50,956+116.5% | $96,562+14.2% | $86,799+27.1% |
| Participation rate | 94.8% | 65.2%+29.6pp | 69.8%+25.0pp | 72.3%+22.5pp |
| Annual return | 13.03% | 21.27%-8.2pp | 37.78%-24.7pp | 97.91%-84.9pp |
| Employer contribution / active EE | $4,308 | $1,111+287.8% | $2,356+82.8% | $2,405+79.1% |
| Participant deferral / active EE | $5,988 | $2,954+102.7% | $3,849+55.6% | $4,131+44.9% |
| Admin fee / account holder | $335 | $166+101.5% | $6,181-94.6% | $170+97.3% |