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 MANAGEMENT9+ years Service code 26 · EIN 46-2793932 | Advisory (Participants) | $108,583 |
MILLIMAN, INC.3 years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $67,999 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,828 | $53,165+87.8% | $86,188+15.8% | $74,419+34.1% |
| Participation rate | 97.5% | 64.9%+32.7pp | 69.0%+28.6pp | 70.7%+26.8pp |
| Annual return | 16.80% | 22.64%-5.8pp | 1168.45%-1151.7pp | 34.38%-17.6pp |
| Employer contribution / active EE | $5,072 | $1,210+319.2% | $2,380+113.1% | $2,637+92.3% |
| Participant deferral / active EE | $7,326 | $3,234+126.5% | $3,985+83.8% | $4,528+61.8% |
| Admin fee / account holder | $233 | $551-57.8% | $6,852-96.6% | $348-33.1% |