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 MANAGEMENT8+ years Service code 26 · EIN 46-2793932 | Advisory (Participants) | $105,525 |
MILLIMAN, INC.2 years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $88,444 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $15 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,463 | $42,353+111.2% | $79,550+12.5% | $64,808+38.0% |
| Participation rate | 95.6% | 64.8%+30.9pp | 69.5%+26.1pp | 71.5%+24.2pp |
| Annual return | -15.09% | -12.24%-2.9pp | 0.16%-15.3pp | 32.82%-47.9pp |
| Employer contribution / active EE | $4,737 | $1,181+301.3% | $2,413+96.3% | $2,506+89.0% |
| Participant deferral / active EE | $6,525 | $3,170+105.8% | $3,985+63.7% | $4,310+51.4% |
| Admin fee / account holder | $270 | $160+69.1% | $6,832-96.1% | $188+43.7% |