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 MANAGEMENT10+ years Service code 26 · EIN 46-2793932 | Advisory (Participants) | $118,462 |
MILLIMAN, INC.4 years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $102,206 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $27 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,909 | $54,193+102.8% | $93,606+17.4% | $77,643+41.6% |
| Participation rate | 94.7% | 63.9%+30.7pp | 68.7%+26.0pp | 70.6%+24.1pp |
| Annual return | 12.77% | 30.54%-17.8pp | 133.20%-120.4pp | 31.24%-18.5pp |
| Employer contribution / active EE | $4,134 | $1,168+253.9% | $2,420+70.8% | $2,726+51.6% |
| Participant deferral / active EE | $6,732 | $3,144+114.1% | $4,411+52.6% | $4,647+44.9% |
| Admin fee / account holder | $292 | $576-49.3% | $8,285-96.5% | $430-32.2% |